[
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"text": "As a Regional Brokerage Consultant, I work with our Financial Consultants to help self-directed investors better understand investing strategies and how to leverage Fidelity’s trading and research tools. I meet clients 1:1 to go over their personal objectives, and I also offer regional webinars on a range of topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.
"
}
,
{
"subheader": "Experience",
"text": " - Regional Brokerage Consultant, Fidelity Investments, 2022–Present
- Trade Execution Representative, Fidelity Investments, 2021-2022
- Futures and Futures Options trader, 2019-2021
- Active Trader Consultant, E*Trade, 2019
- Branch Manager, Scottrade, 2015-2018
- Investment Consultant, TD Ameritrade, 2010-2015
- Financial Advisor, Merrill Lynch Wealth Management, 2008–2010
- Financial Advisor, Ameriprise Financial, 2002–2008
- Cryptologic Technician, United States Navy, 1998-2002
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 9/10 (General Securities Sales Supervisor Examination)
- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 65 (Uniform Investment Adviser Law Examination)
"
}
]
}
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{
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"phone": "800-526-7249"
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"state": "TX",
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"state": "OK",
"zip": "74104",
"phone": "800-544-3036"
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"biography":
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"text": "As a Regional Brokerage Consultant, I work with new and experienced investors in Texas and Oklahoma to help meet their brokerage goals and objectives. One of my core business beliefs is that everyone should have a plan and understand the “why” of their investments. It’s my goal to help you maximize Fidelity’s tools to help meet the personal goals and objectives of your portfolio.
"
}
,
{
"subheader": "Experience",
"text": " - Vice President, Regional Brokerage Consultant, Fidelity Investments, 2013–Present
- Vice President, Financial Consultant; Vice President, Manager; Vice President, Regional Manager, Fidelity Investments, 1990–2013
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 65 (Uniform Investment Adviser Law Examination)
- Series 9/10 (General Securities Sales Supervisor Qualification Examination)
- Series 3 (National Commodity Futures Examination)
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{
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{
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"zip": "55435",
"phone": "800-543-2165"
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"state": "MN",
"zip": "55305",
"phone": "800-409-6485"
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{
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"state": "MI",
"zip": "48377",
"phone": "800-544-1750"
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{
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"branchName": "Troy",
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"city": "Troy",
"state": "MI",
"zip": "48084",
"phone": "800-682-4746"
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{
"subheader": "How I work with clients",
"text": "As a Fidelity Brokerage Consultant, I help clients better understand investing strategies and how to leverage Fidelity's trading and research tools, so they can make more informed decisions. I typically meet with clients 1:1, as well as offer local seminars, sharing 24 years of experience in the financial markets as a trader and portfolio manager. Working with you, our discussions can range from learning about exchange-traded products and options, to fundamental and technical analysis, depending on your goals and objectives.
"
}
,
{
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"text": " - Vice President, Regional Brokerage Consultant, Fidelity Investments, 2016–Present
- Vice President, Fixed Income Portfolio Specialist, MBS Securities, 2012–2016
- Vice President, Sales and Product Development, Benzinga Financial News, 2011–2012
- Senior Portfolio Manager and Trader, Archelon Group, 2006–2011
- Senior Options Market Maker, Cornerstone Trading, 1996–2004
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 24 (General Securities Principal Qualification Examination)
"
}
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"phone": "800-482-0156"
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"phone": "800-227-0620"
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{
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"city": "Greenwich",
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{
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{
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"branchName": "Providence",
"addressLine1": "10 Memorial Boulevard",
"addressLine2": "Suite 102",
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"state": "RI",
"zip": "02903",
"phone": "800-742-1567"
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"branchName": "Rochester",
"addressLine1": "2780 Monroe Ave",
"addressLine2": "Suite 201",
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"state": "NY",
"zip": "14618",
"phone": "800-219-7019"
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{
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"city": "Stamford",
"state": "CT",
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"phone": "800-882-8255"
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{
"latitude": "41.759692",
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"branchName": "West Hartford",
"addressLine1": "29 S Main St",
"addressLine2": "",
"city": "West Hartford",
"state": "CT",
"zip": "06107",
"phone": "800-458-6665"
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],
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"biography":
[
{
"subheader": "How I work with clients",
"text": "As a Regional Brokerage Consultant, I employ a collaborative approach with each client to ensure that I understand their unique situation and goals. Together, we leverage the award-winning Fidelity brokerage platform to help move closer to those goals. Through in-person, phone, and virtual meetings, I’ll use my experience and knowledge of the resources available to help you unlock the power of Fidelity brokerage.
"
}
,
{
"subheader": "Experience",
"text": " - Regional Brokerage Consultant, Fidelity Investments, 2008–Present
- Floor Broker, Dapco Brokerage, 2005–2006
- Trader, Tahoe Specialists, LLC/Tahoe Trading, 2002–2005
- Options Specialist, LaBranche & Co./Cranmer & Cranmer, Inc., 2000–2002
- Options Specialist, Bear Hunter/Kalb, Voorhis & Co., 1992–2000
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
"
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"city": "Garden City",
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"city": "Lake Grove",
"state": "NY",
"zip": "11755",
"phone": "800-544-0172"
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"branchName": "NYC Bryant Park",
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"city": "New York",
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"phone": "800-622-0266"
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{
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"city": "New York",
"state": "NY",
"zip": "10010",
"phone": "800-544-6518"
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{
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{
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{
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"zip": "10075",
"phone": "800-237-8834"
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{
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{
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"branchName": "NYC Wall Street",
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"city": "New York",
"state": "NY",
"zip": "10006",
"phone": "800-348-3030"
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{
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"branchName": "Plainview",
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"addressLine2": "",
"city": "Plainview",
"state": "NY",
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{
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"branchName": "Roslyn",
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"city": "Roslyn",
"state": "NY",
"zip": "11576",
"phone": "800-544-4266"
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],
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},
"biography":
[
{
"subheader": "How I work with clients",
"text": "As a Regional Brokerage Consultant, I work with self-directed investors to help them meet their financial goals. Using my skills and experience as a trader, I work with investors like you to help you make better decisions. Each meeting is a personalized process designed to help you understand investment topics.
"
}
,
{
"subheader": "Experience",
"text": " - Vice President Regional Brokerage Consultant, Fidelity Investments, 2015–Present
- Regional Manager Investment Solutions, Charles Schwab, 2006–2015
- Owner, Tableside LLC, 2004–2008
- NASDAQ Market Maker, Schwab Capital Markets, 1994–2001
- Registered Financial Consultant, Charles Schwab, 1987–1994
- Registered Financial Consultant, Merrill Lynch, 1985–1986
- Partners Assistant, Bear Stearns, 1984–1985
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 9/10 (General Securities Sales Supervisor Qualification Examination)
- Series 55 (Equity Trader Qualification Examination)
- Chartered Market Technician (CMT)
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}
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}
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{
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- Brokerage Consultant, Fidelity Investments, 2011–2022
- Active Trader Specialist, Fidelity Investments, 2007–2011
- Financial Advisor, Morgan Stanley, 2000–2001
- Institutional Trading Desk Manager, Paine Webber Group, 1998–1999
- Managed Futures Fund Trader, SJO Inc., 1992-1998
- Asian Trading Desk Manager, First Options LIT, 1991-1992
- Floor Broker Assistant, RTS Commodities, 1989-1990
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- Series 4 (Registered Options Principal)
- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 66 (Uniform Combined State Law Examination)
"
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- Brokerage consultant, Fidelity Investments, 2013–2021
- Retirement solutions representative, Fidelity Investments, 2011–2013
- Private client group relationship manager, Fidelity Investments, 2007–2011
- Financial representative, Fidelity Investments, 2006–2007
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- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 4 (Registered Options Principal Qualification Examination)
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"biography":
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{
"subheader": "How I work with clients",
"text": "As a Fixed Income Regional Brokerage Consultant, I work with you to deepen your understanding of the tools and resources that Fidelity offers for the construction and management of your Fixed Income portfolio. I work closely with your local Financial Consultant to integrate Fidelity’s in-depth expertise about fixed income strategies, credit markets, macroeconomics, research, and trading tools with your financial plan. Please don't hesitate to schedule time for a consultation—I look forward to helping you create the ideal strategy for achieving your goals and Fixed Income objectives.
"
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,
{
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"text": " - Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2023–Present
- Brokerage Consultant, Fidelity Investments, 2022-2023
- Fixed Income Specialist, Fidelity Investments, 2020–2022
- Investment Solutions Representative, Fidelity Investments, 2020
- Financial Advisor, Northwestern Mutual Wealth Management Co. 2016–2020
- Senior Planning Consultant (Insurance Specialist), GMOC, 2012-2016
"
}
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{
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"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 66
"
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}
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{
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- Director, High Net Worth Bond Desk Consultant, Fidelity Investments, 2007–2014
- Director, Fidelity Capital Markets Retail Sales Liaison, Fidelity Investments, 2004–2007
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{
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- Series 63 (Uniform Securities State Law)
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- Financial Representative, Fidelity Investments, 2004–2006
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- Series 63 (Uniform Securities Agent State Law Examination)
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"text": "As a Regional Brokerage Consultant, I provide coaching and education to investors who use individual securities as a part of their financial plan. Whether you are just getting started, or are already a seasoned expert, I aim to provide tailored strategies with a personalized approach. As a Certified Financial Planner,™ I always keep your holistic goals and needs as top priority.
"
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,
{
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- Brokerage Consultant, NY/NJ and New England, Fidelity Investments, 2013–2020
- Trade Execution Representative IV, Fidelity Investments, 2011–2013
- Private Client Group Representative, Fidelity Investments, 2011
- Financial Representative, Fidelity Investments, 2010–2011
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{
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- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 4 (Registered Options Principal Qualification Examination)
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- Vice President, Regional Manager, Bank of America Merrill Lynch, 2012–2018
- Financial Consultant, Bank of America Merrill Lynch, 2010–2012
- Investment Specialist, Wells Fargo Advisors, 2008–2010
- Financial Associate, Fidelity Investments, 2007–2008
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- Account Executive, Fidelity Investments, 2010–2015
- Client Management Representative (Managed accounts), Fidelity Investments, 2008–2010
- Fixed Income Specialist, Fidelity Investments, 2006–2008
- Investments Representative and Financial Representative, Fidelity Investments, 2005–2006
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- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 66 (Uniform Combined State Law Examination)
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{
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- Investment Consultant, Fidelity Investments, 2020–2021
- Fixed Income Specialist, TD Ameritrade 2018-2020
- SMA Specialist, Lord Abbett, 2013–2017
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{
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- Series 63 (Uniform Securities Agent State Law Examination)
- Series 66
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{
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{
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- Financial Advisor, Raymond James Financial Services, 2002–2004
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- Account Executive, EdgeTrade.com, Inc., 2000–2002
- Floor Clerk, NYSE, Cuttone & Co., 1999–2000
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- Series 66 (Uniform Combined State Law Examination)
- Series 3 (National Commodities Futures Examination)
- Chartered Market Technician (CMT)
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"text": "As a Regional Brokerage Consultant, I partner with our financial consultants to help self-directed clients optimize the Fidelity brokerage tools and services that best align with their specific needs. Working with you, our discussions could range from stocks, exchange-traded funds (ETFs), and options, to charting and risk management, helping you to construct and maintain your portfolio.
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{
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- Trading Solutions Market Manager, Platinum Trading Representative, Charles Schwab & Co., 2000–2015
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{
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- Series 63 (Uniform Securities Agent State Law Examination)
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"text": "As a Fixed Income Regional Brokerage Consultant, I partner with clients to educate them on the fixed income markets, products, and tools Fidelity has to offer. One of my core business beliefs is that a fixed income strategy can work in every interest rate environment with the right planning and guidance. My goal is to make sure you leave our meeting better educated, more informed, and comfortable implementing the fixed income strategy that best suits your objective.
"
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,
{
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"text": " - Vice President, Fixed Income Regional Brokerage Consultant, Fidelity Investments, August 2023–Present
- High Networth Bond Desk Consultant, Fidelity Investments Inc., 2019–August 2023
- Manager, Regional Bond Specialist, Charles Schwab Inc., 2017–2019
- Wealth Planning Advisor, First Western Trust, 2016–2017
- Investment Consultant, Fidelity Investments, Inc. 2015-
- Financial Advisor, Morgan Stanley Wealth Management, 2014–2015
- Vice President, Taxable Syndicate, Fidelity Capital Markets, 2007-2014
"
}
,
{
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"text": " - Certified Financial Planner™
- Series 7 (General Securities Representative Examination)
- Series 9 (General Securities Sales Supervisor – Options Module)
- Series 10 (General Securities Sales Supervisor – General Module)
- Series 63 (Uniform Securities State Law)
- Series 66 (Uniform Combined State Law)
- Life and Health Insurance Licensed
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"text": "As a Regional Brokerage Consultant, I help educate self-directed clients on investment and trading strategies, and empower them with Fidelity's trading and research tools. I meet 1:1, as well as conduct local seminars and webinars on various investing topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.
"
}
,
{
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- Senior Internal Advisor Consultant, Hartford Funds, 2015–2020
- Various relationship management and leadership roles, Vanguard, 2006–2015
- Registered Representative, MassMutual, 2005–2006
"
}
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{
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"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
"
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{
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{
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{
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{
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{
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{
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"phone": "800-635-0472"
}
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{
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"state": "CA",
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"phone": "800-622-0603"
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{
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{
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{
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"city": "Thousand Oaks",
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"biography":
[
{
"subheader": "How I work with clients",
"text": "As a Regional Brokerage Consultant, I collaborate with Fidelity’s Southern California clients to develop income and protection strategies using fixed income instruments. I believe every investor should have access to the tools and information needed to make investment decisions that work for them. Often, the most powerful tool is a team of dedicated financial professionals who are co-committed to your personal vision for financial success. That is why I am so passionate about understanding where you want to go and showing how you can get there using the most powerful resources in the industry.
"
}
,
{
"subheader": "Experience",
"text": " - Vice President, Regional Brokerage Consultant, Fixed Income, Fidelity Investments, 2016–Present
- Fixed Income Specialist, Fidelity Investments, 2014–2016
- Investment Solutions Representative, Fidelity Investments, 2013–2014
- Financial Representative, Fidelity Investments 2012–2013
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 66 (Uniform Combined State Law Examination)
"
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{
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{
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{
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{
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}
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{
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{
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{
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{
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{
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"phone": "800-622-9980"
}
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{
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{
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"subheader": "How I work with clients",
"text": "As a fixed income regional brokerage consultant, I work with you to deepen your understanding around the tools and resources that Fidelity offers for the construction and management of your fixed income portfolio. I work closely with your local financial consultant and offer regional webinars on a variety of fixed income investing topics. Please don't hesitate to schedule time for a consultation—I look forward to helping you create the ideal strategy for achieving your goals and fixed income objectives.
"
}
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{
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"text": " - Fidelity Investments, vice president, fixed income regional brokerage consultant, 2021–present
- Fidelity Investments, managed solutions consultant, 2017–2021
- Fidelity Investments, fixed income specialist, 2013–2017
- Fidelity Investments, private client group relationship manager, 2011–2013
- Fidelity Investments, financial representative, 2010–2011
"
}
,
{
"subheader": "Qualifications",
"text": " - Certified Financial Planner (CFP®)
- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
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}
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}
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"text": "As a Regional Brokerage Consultant, I support our Financial Consultants and their self-directed clients. Working together, I will help you better understand investing strategies and how to leverage Fidelity's trading and research tools so you can make more informed decisions. I typically meet with clients 1:1 and conduct local seminars covering a wide range of investment topics to help them feel more confident with their investing decisions.
"
}
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{
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- Trading Solutions Regional Manager, Charles Schwab, 2006–2014
- Platinum Relationship Manager, E*Trade Financial, 2000–2006
"
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{
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"text": " - Series 7 (General Securities Representative Examination)
- Series 24 (General Securities Principal Qualification Examination)
- Series 9/10 (Uniform Securities Sales Supervisor Examination)
- Chartered Market Technician (CMT)
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{
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{
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{
"subheader": "How I work with clients",
"text": "As a Fixed Income Regional Brokerage Consultant, I collaborate with clients and their financial consultant to construct a fixed income plan centered on the client's goals for preservation of capital and income generation. Through thoughtful listening and engagement, working with you, we'll discuss your objectives to identify additional resources or products to help you reach your goals.
"
}
,
{
"subheader": "Experience",
"text": " - Vice President, Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2015–Present
- Over my 20+ year career, I have also worked as a derivatives trader, and as Vice President, Fixed Income and Equity Derivatives Sales for 14 years at Merrill Lynch.
"
}
,
{
"subheader": "Qualifications",
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- Series 63 (Uniform Securities State Law)
- Kellogg School of Management, MBA, Finance and Marketing
- Columbia University, MA, Economics
"
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{
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{
"subheader": "How I work with clients",
"text": "As a Regional Brokerage Consultant, I collaborate with new and experienced investors on a range of topics. Together, we navigate the investment process and common pitfalls, effectively leveraging Fidelity’s robust resources. The intended outcome of our meetings is to empower you to make sound investment decisions and know which tools can help make wealth management easier.
"
}
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{
"subheader": "Experience",
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- Brokerage Consultant, NY/NJ Market, Fidelity Investments, 2016–2019
- Active Trader VIP Specialist, Northeast, Fidelity Investments, 2015–2016
- Trade Execution Representative IV, Fidelity Investments, 2015
- Private Client Group Representative, Fidelity Investments, 2012–2015
- Financial Representative, Fidelity Investments, 2012
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{
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- Series 63 (Uniform Securities Agent State Law Examination)
- Series 4 (Registered Options Principal Qualification Examination)
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"state": "ID",
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{
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- Series 63 (Uniform Combined State Law)
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"
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,
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"text": " - Vice President, Regional Brokerage Consultant, Fidelity Investments, 2022–Present
- Brokerage Consultant, Fidelity Investments, 2016–2022
- Trading Execution Specialist, Fidelity Investments, 2012-2016
- Private Client Group Relationship Manager, Fidelity Investments, 2007-2012
- Financial Representative, Fidelity Investments, 2006–2007
"
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- Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 4 (Registered Options Principal Qualification Examination)
"
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"text": "As a Regional Brokerage Consultant, I collaborate with our self-directed fixed income investors in South Florida. We review everything from outside portfolios to overall fixed income strategy. Together, we will also review the tools and services available to help meet your goals and objectives.
"
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,
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"text": " - Vice President, Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2006–Present
- Active Trader Consultant, Midwest & New England, Fidelity Investments, 1999–2006
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- Series 66 (Uniform Combined State Law Examination)
- Series 9/10 (General Securities Sales Supervisor Qualification Examination)
- Series 4 (Registered Options Principal Qualification Examination)
- Series 55 (Equity Trader Qualification Examination)
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"phone": "800-544-7558"
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{
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"text": "As a Regional Brokerage Consultant, I work with clients across southern California through 1:1 scheduled appointments in a local Fidelity branch, over the telephone, or online virtually. When working with you, our conversations can be focused, or cover a range of topics from investment philosophy and research methodology to tools and resources to help you develop and manage your portfolio and investing strategy.
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"text": " - Vice President, Regional Brokerage Consultant, Fidelity Investments, 2019–Present
- Portfolio Manager, Progressive Sigma, 2016–2019
- VP Wealth Advisor, Kayne Anderson Rudnick, 2015–2016
- Senior Relationship Manager, Fidelity Investments 2008–2015
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"text": " - Series 7 (General Securities Representative Examination)
- Series 66 (Uniform Combined State Law)
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{
"subheader": "How I work with clients",
"text": "As a Fixed Income Regional Brokerage Consultant, I educate clients and prospects in Texas and Oklahoma about Fidelity's fixed income platform, with emphasis on strategies and the value proposition we offer. Working closely with our team of fixed income traders, I conduct portfolio reviews, and can help you leverage our robust municipal underwriting offering.
"
}
,
{
"subheader": "Experience",
"text": " - Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2014–Present
- Manager (team covering banks, money managers, and insurance companies), Wells Fargo, 2006–2012
- Manager, Fixed Income Institutional Sales Group, JP Morgan, 1997–2006
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities Agent State Law Examination)
- Series 9/10 (General Securities Sales Supervisor Qualification Examination)
- Series 24 (General Securities Principal Qualification Examination)
"
}
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}
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{
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[
{
"subheader": "How I work with clients",
"text": "As a Fixed Income Regional Brokerage Consultant, I regularly conduct meetings with clients to educate them on the fixed income markets, products, and tools Fidelity has to offer. One of my core business beliefs is that a fixed income strategy can work in every interest rate environment with the right planning and guidance. My goal is to make sure you leave our meeting better educated, more informed, and comfortable implementing the fixed income strategy that best suits your objective.
"
}
,
{
"subheader": "Experience",
"text": " - Vice President, Fixed Income Regional Brokerage Consultant, Fidelity Investments, 2017–Present
- Investment Relationship Manager, US Bancorp Investments Inc., 2012–2017
- Vice President, Financial Advisor, J.P. Morgan Securities Inc., 2010–2012
- Fixed Income Trader, J.P. Morgan Securities Inc., 2006–2010
- Municipal Bond Sales Assistant, J.P. Morgan Securities Inc., 2004–2006
"
}
,
{
"subheader": "Qualifications",
"text": " - Series 7 (General Securities Representative Examination)
- Series 63 (Uniform Securities State Law)
- Life and Annuity Insurance Licensed
"
}
]
}
]