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Carleen Gay Fitzsimon

QIC US INVESTMENT SERVICES INC·EL SEGUNDO, California
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222 NORTH SEPULVEDA BOULEVARD, EL SEGUNDO, CA 90245CRD# 6027578Firm CRD# 161705
01

About

Carleen Gay Fitzsimon is a registered financial advisor based in EL SEGUNDO, California, affiliated with QIC US INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
QIC US INVESTMENT SERVICES INC
QIC
AUM
$6.3B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at QIC US INVESTMENT SERVICES INC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: LOAN ARRANGEMENT FEES
Regulatory
SEC/IARD CRD# 6027578
Firm CRD# 161705
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carleen Gay Fitzsimon offer?
Carleen Gay Fitzsimon specializes in Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Carleen Gay Fitzsimon's credentials?
Carleen Gay Fitzsimon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carleen Gay Fitzsimon located?
Carleen Gay Fitzsimon is based in EL SEGUNDO, California, working with QIC US INVESTMENT SERVICES INC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Carleen Gay Fitzsimon charge for services?
Carleen Gay Fitzsimon's firm is compensated through percentage of aum, performance-based fees, other: loan arrangement fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QIC US INVESTMENT SERVICES INC?
QIC US INVESTMENT SERVICES INC has approximately 24 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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