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Certified - Wealth Management Consultant
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- Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance.
- Certifications: Certified Financial Planner / CFP
- Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
- We assist companies and non-profit organizations in delivering benefits to their employees.
- Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
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