Financial Advisor at Fidelity Investments, Investments at Fidelity Investments, Financial Advisor at Fidelity Investments
Location:
Jacksonville, Florida
Industry:
Investment Management
Work:
Fidelity Investments - Jacksonvile, Fl since Nov 2008
Financial Advisor
Fidelity Investments since Oct 2008
Investments
Fidelity Investments - Jacksonville Fl since 2008
Financial Advisor
Merrill Lynch Mar 2000 - Mar 2005
Financial Advisor
Charles Schwab 1992 - 1999
Registered Representative
Skills:
Investment Advisory Investments 401k Series 7 Series 63 Uniform Combined State Law Mutual Funds Retirement Planning Wealth Management Asset Allocation Securities Retirement FINRA Series 65 Investment Strategies Alternative Investments Financial Advisory Fixed Annuities ETFs IRAs Equities Series 6 Series 9/10
Co-Owner, F.i.t. First In Training Group Fitness Center, Llc
Jan 2002 to Feb 2011 Teacher's AideKamco Supply Services Brooklyn, NY Jul 2000 to Dec 2001 Accountant's AssistantOlsten Staffing Services New York, NY Aug 1995 to May 2000 Accounts Payable ClerkKidder, Peabody & Co. Inc New York, NY 1985 to 1995 Accounting Functions Clerk
Education:
C.O.P.E. Institute 1985 certificate in accountingNew York City Technical College New York, NY Jun 1979 to 1984 certificate in Basic Word Processing