Position:
Registered Representative at Fidelity Investments
Work:
Fidelity Investments
since Nov 2006
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Registered Representative
Workplace Systems, Inc.
May 2005 - Oct 2006
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Marketing/Sales Representative
Education:
Plymouth State University 2000 - 2004
B.S., Business Management
Skills:
Series 7, Retirement Planning, Series 63, Investments, Strategic Financial Planning, Wealth Management, New Business Development, Customer Service, Mutual Funds, Retirement, Securities, 401k, Asset Allocation, Portfolio Management, Asset Management, Investment Advisory, Series 6, Financial Services, Investment Strategies, Uniform Combined State Law, IRAs, Alternative Investments, Financial Advisory, Pensions, Trading, Investment Management, Relationship Management, Bonds, Options, Finance