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Greg S. Email & Phone Number

Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments at Fidelity Investments
Location: United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments
Location
United States
Company size
10 employees

Who is Greg S.? Overview

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Quick answer

Greg S. is listed as Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments at Fidelity Investments, a with 10 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Greg S..

Greg S. previously worked as Planning Consultant at Fidelity Investments and Workplace Planning Consultant III at Fidelity Investments. Greg S. holds Bachelor Of Science - Bs, Finance, General from Florida State University.

Company email context

Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Greg S.

Greg S. is a Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments at Fidelity Investments. They is proficient in Spanish.

Current workplace

Greg S.'s current company

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Fidelity Investments
Fidelity Investments
Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments
Website
fidelity.com
Employees
10
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6 roles

Greg S. work experience

A career timeline built from the work history available for this profile.

Trading Specialist, High Net Worth Representative

Charles Schwab

Westlake, Texas, Us

Jun 2021 - Dec 2021

Training Specialist

Charles Schwab

Westlake, Texas, Us

Jan 2020 - Jun 2021
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

BD Brooke Deschamps Brooke Deschamps Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → JG Jessica Grimes Jessica Grimes Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → JD Jiangang Dou, Ph.D., Cfa Jiangang Dou, Ph.D., Cfa Colleague at Fidelity InvestmentsGreater Boston, United States View → JC Jenny Chen Jenny Chen Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → SS Shannon Stowers Shannon Stowers Colleague at Fidelity InvestmentsGreater Seattle Area, United States View → IM Isaac Malafsky Isaac Malafsky Colleague at Fidelity InvestmentsNew York, United States View → AS Aniket Sinkar Aniket Sinkar Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States View → CM Cleveland Mcdowell Cleveland Mcdowell Colleague at Fidelity InvestmentsMiami, Florida, United States View → LF Larry Freed Larry Freed Colleague at Fidelity InvestmentsSan Jose, California, United States View → CP Chris Perez Chris Perez Colleague at Fidelity InvestmentsUnited States View →
1 education record

Greg S. education

  • Florida State University
    Florida State University
    General
FAQ

Frequently asked questions about Greg S.

Quick answers generated from the profile data available on this page.

What company does Greg S. work for?

Greg S. works for Fidelity Investments.

What is Greg S.'s role at Fidelity Investments?

Greg S. is listed as Series 66 | Series 7 | Series 63 | Planning Consultant, Fidelity Investments at Fidelity Investments.

Where is Greg S. based?

Greg S. is based in United States while working with Fidelity Investments.

What companies has Greg S. worked for?

Greg S. has worked for Fidelity Investments, Charles Schwab, and Kappa Sigma Fraternity.

Who are Greg S.'s colleagues at Fidelity Investments?

Greg S.'s colleagues at Fidelity Investments include Brooke Deschamps, Jessica Grimes, Jiangang Dou, Ph.D., Cfa, Jenny Chen, and Shannon Stowers.

How can I contact Greg S.?

You can use AeroLeads to view verified contact signals for Greg S. at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Greg S. attend?

Greg S. holds Bachelor Of Science - Bs, Finance, General from Florida State University.

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