Mark Lockyer, Cfp®

Mark Lockyer, Cfp® Email and Phone Number

Vice President, Financial Consultant @ Fidelity Investments
boston, massachusetts, united states
Mark Lockyer, Cfp®'s Location
Greater Chicago Area, United States
Mark Lockyer, Cfp®'s Contact Details
About Mark Lockyer, Cfp®

Financial Planner helping clients grow, manage, and protect their wealth

Mark Lockyer, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President, Financial Consultant
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Mark Lockyer, Cfp® Work Experience Details
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Apr 2022 - Present
    Greater Chicago Area
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jan 2016 - Apr 2022
    Greater Chicago Area
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Dec 2014 - Jan 2016
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Sep 2012 - Dec 2014
    Greater Chicago Area
  • Foresight Financial Management
    Financial Representative
    Foresight Financial Management Mar 2011 - Sep 2012
    Consulted individuals and business owners, providing customized, detailed strategies to improve their retirement and insurance plansTrained all newly hired advisors, facilitating the rapid growth of a small organization into a high-powered agencyIdentified specific markets as new revenue sources and developed lasting business relationships within those marketsAnalyzed financial market conditions, market sectors, individual mutual funds, and fund families
  • National Life Financial Alliance
    Financial Representative
    National Life Financial Alliance Jul 2010 - Mar 2011
    Created and presented insurance policies and investment strategies that consistently satisfied clients' complex needsExceeded expectations by generating over 130,000 dollars in sales during only first 5 months with the company, qualifying for recognition at President's Club award tripAcquired advanced skills in the areas of sales, professionalism, and customer relations
  • Indiana University Campus Recreational Sports
    Recreational Sports Supervisor
    Indiana University Campus Recreational Sports Jan 2009 - Jul 2010
    Acted as first point of relational contact and responded to accidents and incidents in two facilities which serve between 3,500 and 5,500 participants dailySupervised and trained new hires in all job functions vital to the daily operations of the recreational sports facilities
  • Nordstrom
    Sales Associate
    Nordstrom Jan 2006 - Jan 2008
    Promoted in second year from entry level department to largest revenue generating department as a result of outstanding customer service and top sales figuresExcelled in a very competitive business environment by averaging 1,400 dollars in sales per day worked or 1.5 times the average contribution per salespersonAssisted in organizing the stockroom, sending out mail-orders, and contacting customers for special events and offers

Mark Lockyer, Cfp® Skills

Mutual Funds Insurance 401k Long Term Care Annuities

Mark Lockyer, Cfp® Education Details

Frequently Asked Questions about Mark Lockyer, Cfp®

What company does Mark Lockyer, Cfp® work for?

Mark Lockyer, Cfp® works for Fidelity Investments

What is Mark Lockyer, Cfp®'s role at the current company?

Mark Lockyer, Cfp®'s current role is Vice President, Financial Consultant.

What is Mark Lockyer, Cfp®'s email address?

Mark Lockyer, Cfp®'s email address is me****@****hoo.com

What is Mark Lockyer, Cfp®'s direct phone number?

Mark Lockyer, Cfp®'s direct phone number is +192596*****

What schools did Mark Lockyer, Cfp® attend?

Mark Lockyer, Cfp® attended Indiana University - Kelley School Of Business, Indiana University Bloomington, Amador Valley Hs.

What are some of Mark Lockyer, Cfp®'s interests?

Mark Lockyer, Cfp® has interest in Writing, Investing, Road Trips, Hiking, Sports, Insurance.

What skills is Mark Lockyer, Cfp® known for?

Mark Lockyer, Cfp® has skills like Mutual Funds, Insurance, 401k, Long Term Care, Annuities.

Who are Mark Lockyer, Cfp®'s colleagues?

Mark Lockyer, Cfp®'s colleagues are Anton Vaskovtsev, Angie Garris, Bethany Girling, Survi Kumari, Tom Brown, Deirdre Cunningham, Rosalie Samide, Ph.d..

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