Fidelity Investments
Fixed Income Specialist
Fidelity Investments Apr 2012 - Aug 2013
Retirement Solutions
Fidelity Investments Dec 2011 - Apr 2012
Investment Solutions
Fidelity Investments Dec 2010 - Dec 2011
Premium Relationship Associate
Fidelity Investments Aug 2010 - Dec 2010
Financial Representative
Education:
University of North Florida 2006 - 2010
Bachelors, Bachelor of Business Administration
Skills:
Customer Retention Series 63 Iras Investments Bloomberg Finance Certified Financial Planner Fixed Income Retirement Series 66 Customer Service Investment Management Series 7 Retirement Planning Personal Financial Planning Mutual Funds
Certifications:
Certified Financial Planner Series 7 Series 63 Series 66 Passed Level I of the Cfa Program
Both responsive and reliable, Csenge Advisory Group represents one of Clearwater, Florida’s leading wealth management firms. Csenge Advisory Group was... Both responsive and reliable, Csenge Advisory Group represents one of Clearwater, Florida’s leading wealth management firms. Csenge Advisory Group was established by John Csenge in 1980 and continues to assist its clients in achieving their every financial objective. John Csenge’s many...