Carol
Mayer
Osaic Institutions, Inc
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About this Advisor
Carol Mayer is a financial advisor based in Mars, Pennsylvania, working with Osaic Institutions, Inc. Carol has previously held positions at Lpl Financial LLC, First Niagara Bank, Key Investment Services LLC, Key Investment Services, LLC, Keybank, Infinex Investments, Inc, and First Commonwealth Bank. Carol has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Carol is part of Osaic Institutions, Inc, which operates out of Mars, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Carol Mayer Work History
Infinex Investments, Inc
First Commonwealth Bank
Key Investment Services, LLC
Key Investment Services LLC
Key Investment Services, LLC
Keybank
Keybank
Lpl Financial LLC
First Niagara Bank
Disclosures
Please visit the SEC profile of Carol Mayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Institutions, Inc
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