Mari Pagán
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Mari Pagán Email & Phone Number

Wealth Management Planning Consultant at Fidelity Investments at Fidelity Investments
Location: Delray Beach, Florida, United States 12 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
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Current company
Role
Wealth Management Planning Consultant at Fidelity Investments
Location
Delray Beach, Florida, United States
Company size

Who is Mari Pagán? Overview

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Quick answer

Mari Pagán is listed as Wealth Management Planning Consultant at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Delray Beach, Florida, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Mari Pagán.

Mari Pagán previously worked as Wealth Management Planning Consultant at Fidelity Investments and Wealth Management Service Specialist II at Fidelity Investments. Mari Pagán holds Marketing from University Of Puerto Rico-Ponce.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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Profile bio

About Mari Pagán

Wealth Management Planning Consultant Registered Securities RepresentativeRegional Wealth Management Planning Consultant partner with Private Wealth Management Advisors (WMA) in the East Region. My mission is to build strong, personal relationships with our clients by providing the highest level of customer service to Fidelity’s most sophisticated and most valued clients.

Current workplace

Mari Pagán's current company

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Fidelity Investments
Fidelity Investments
Wealth Management Planning Consultant at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
12 roles

Mari Pagán work experience

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

Wealth Management Planning Consultant

Current

Boca Raton, Florida, United States

Regional Wealth Management Planning Consultant partner with Private Wealth Management Advisors (WMA) in the East Region. My mission is to build strong, personal relationships with our clients by providing the highest level of customer service to Fidelity’s most sophisticated and most valued clients.

Jan 2024 - Present

Wealth Management Service Specialist Ii

RCS Richmond Market

Apr 2023 - Jan 2024

Wealth Management Service Specialist I

RCS Richmond Market

Aug 2021 - Apr 2023

Financial Representative Ii

Boca Raton, Florida, United States

Jan 2010 - Sep 2020

Investment Representative

Wellington, Florida, United States

Dec 2007 - Jan 2010

Private Client Specialist

Wellington, Florida, United States

Jun 2005 - Dec 2007

Issue Resolution Representative

Merrimack County, New Hampshire, United States

Nov 2004 - Jun 2005

Client Service Specialist

Boston, Massachusetts, United States

Jul 2000 - Nov 2004

Customer Service Phone Representative

Boston, Massachusetts, United States

Nov 1999 - Jul 2000

Assistant Store Designer

Boston, Massachusetts, United States

Jun 1999 - Nov 1999

Investor Services Specialist

Marlborough, Massachusetts, United States

Nov 1991 - Nov 1996
Team & coworkers

Colleagues at Fidelity Investments

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1 education record

Mari Pagán education

FAQ

Frequently asked questions about Mari Pagán

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

What company does Mari Pagán work for?

Mari Pagán works for Fidelity Investments.

What is Mari Pagán's role at Fidelity Investments?

Mari Pagán is listed as Wealth Management Planning Consultant at Fidelity Investments at Fidelity Investments.

What is Mari Pagán's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Mari Pagán at Fidelity Investments.

Where is Mari Pagán based?

Mari Pagán is based in Delray Beach, Florida, United States while working with Fidelity Investments.

What companies has Mari Pagán worked for?

Mari Pagán has worked for Fidelity Investments, Crate And Barrel, and First Data Corporation.

Who are Mari Pagán's colleagues at Fidelity Investments?

Mari Pagán's colleagues at Fidelity Investments include Sydney Majka, Cfa, Jessica Rapp, Whitley Clemente, Narasimhamurthy Sridhar, and Jim Mcaloon.

How can I contact Mari Pagán?

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

What schools did Mari Pagán attend?

Mari Pagán holds Marketing from University Of Puerto Rico-Ponce.

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