I'm part of the Planning & Advice team at Fidelity. A large part of my role is to work alongside our retail clients to better understand their holistic financial picture, goals, concerns and drivers to ensure they have a financial plan that sets them up for a bright financial future. I help with investment strategies, retirement planning, acquisition and leveraging other business units to instill confidence and trust in our clients' financial future.I provide education and financial planning for asset allocation, mutual funds, equities, fixed income products, professionally managed accounts, asset consolidation and much more. In this role, I had the opportunity to study full time for my Series 66 exam. As a result of my determination and Fidelity's fantastic training program, I passed on my first attempt.

Provided inbound phone support regarding account maintenance, money movement, trading mutual funds, trading equities, trading options, margin trading, all while educating our client base on investing for their future. In this role, I went through extensive training and coaching to pass my SIE, Series 7, and Series 63 examinations on my first attempts.