Please complete the CAPTCHA to continue
@fidelity.com
✓
2 phones found area 617
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Joseph Ode is listed as Financial Representative at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Desoto, Texas, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, and a matched LinkedIn profile for Joseph Ode.
Joseph Ode previously worked as Licensed PI service trader at Fidelity Investments and Teller at Jpmorgan Chase. Joseph Ode holds Series 7, Finance And Financial Management Services, 84 from College For Financial Planning.
This section adds company-level context without repeating Joseph Ode's masked contact details.
AeroLeads found 1 current-domain work email signal for Joseph Ode. Compare company email patterns before reaching out.
Started professional career in the service industry as a Micro Loan officer for NeedTheCash Payday Loans in Plano Tx in 2005. Worked as a part-time teller for J.P Morgan Chase in Duncanville Tx three years while going to school full-time at UTA in Arlington. Graduated with BA in Business Management in May 2013. Began role as a Financial Rep. for Fidelity Investments in Westlake in May 2013. Is currently in process of obtaining Series 7 & 63 Licenses.
Listed skills include Banking, Relationship Building Skills, Series 7, Series 63, and 2 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Westlake, TX
· Acts as a primary counter rep (triage walk-ins).· Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.· Coordinates overall schedules and appointments for the S(AE) and lobby.· Fulfills client transactional informational and service needs.· Sets up.
Plano, Texas
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Summer Vose
Colleague at Fidelity Investments
Derry, New Hampshire, United States, United States
View →
NA
Nishant Agarwal
Colleague at Fidelity Investments
Cary, North Carolina, United States, United States
View →
CK
Conor Kirby
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
View →
MA
Mark A Medley
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States, United States
View →
SL
Steven Lynch
Colleague at Fidelity Investments
Peabody, Massachusetts, United States, United States
View →
JP
Jill Pellegrino
Colleague at Fidelity Investments
Smithfield, Rhode Island, United States, United States
View →
LO
Lisa O'Riley
Colleague at Fidelity Investments
Providence County, Rhode Island, United States, United States
View →
AD
Angelina Dicarlo
Colleague at Fidelity Investments
Amherst, Massachusetts, United States, United States
View →
JK
John Kammerer
Colleague at Fidelity Investments
Cincinnati, Ohio, United States, United States
View →
VK
Virbhadra K
Colleague at Fidelity Investments
Alpharetta, Georgia, United States, United States
View →
Quick answers generated from the profile data available on this page.
Joseph Ode works for Fidelity Investments.
Joseph Ode is listed as Financial Representative at Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Joseph Ode at Fidelity Investments.
AeroLeads has found 2 phone signal(s) with area code 617 for Joseph Ode at Fidelity Investments.
Joseph Ode is based in Desoto, Texas, United States while working with Fidelity Investments.
Joseph Ode has worked for Fidelity Investments, Jpmorgan Chase, and Southwest Texas Capital Bank.
Joseph Ode's colleagues at Fidelity Investments include Summer Vose, Nishant Agarwal, Conor Kirby, Mark A Medley, and Steven Lynch.
You can use AeroLeads to view verified contact signals for Joseph Ode at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Joseph Ode holds Series 7, Finance And Financial Management Services, 84 from College For Financial Planning.
Joseph Ode is listed with skills including Banking, Relationship Building Skills, Series 7, Series 63, Cash Register, and Loan Servicing.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Joseph Ode you were looking for.
View similar profiles
