Samantha Mccomas Email and Phone Number
16 years of experience in banking and finance. I support our professionally managed solutions by reviewing performance data, answering client questions while ensuring the investment still meets their financial goals and preferences.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Investment Management Consultant IiiFidelity Investments Jan 2023 - Present -
Portfolio SpecialistFidelity Investments Nov 2020 - Present -
Client Management RepresentativeFidelity Investments Feb 2019 - 2020Covington, Ky -
Personal BankerFifth Third Bank Sep 2017 - Feb 2019Assist customers on what bank services will fit their needs Manage bank and saving accounts; assist with loan and credit card applicationsResolve issues with banking services and accountsProvide support for new and existing customersSecurities and investments offered through Fifth Third Securities, Inc.; member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank, is a registered broker-dealer and a registered investment advisor registered with the U.S. Securities and Exchange Commission – SEC (www.sec.gov). Registration does not imply a certain level of skill or training. Insurance products are made available through Fifth Third Insurance Agency, Inc.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules. -
Licensed Personal BankerFifth Third Securities Sep 2017 - Feb 2019 -
Retirement Relationship ManagerFidelity Investments 2015 - Jul 2017401k Specialist, asset retention, guidance and planning -
Retirement Solutions RepresentativeFidelity Investments 2012 - 2015Covington, Ky -
Stock Plan SpecialistCiti 2006 - 2011
Samantha Mccomas Education Details
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Business Administration And Management, General
Frequently Asked Questions about Samantha Mccomas
What company does Samantha Mccomas work for?
Samantha Mccomas works for Fidelity Investments
What is Samantha Mccomas's role at the current company?
Samantha Mccomas's current role is Investment Management Consultant III at Fidelity Investments.
What schools did Samantha Mccomas attend?
Samantha Mccomas attended Thomas More College.
Who are Samantha Mccomas's colleagues?
Samantha Mccomas's colleagues are Rachel Melton, Jimmy White, Narasimhamurthy Sridhar, Jake Hood, Ryan Monahan, Alan Riggs, Phr, Ben Donovan.
Not the Samantha Mccomas you were looking for?
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Samantha McComas-Baker
Dallas-Fort Worth Metroplex -
1fly-the-coop.net
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