Best Investors Account Sign in

Kara E Head

Strategic Advisers LLC

Birmingham, AL

Hoover, AL

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Hoover, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Naples FL 09/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → Present
    Fidelity Investments
    Naples, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-27
  • S66 Uniform Combined State Law Examination
    2007-11-27
Other Names
  • Kara Elizabeth Mans
  • Kara Elizabeth Head

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor