Will J. Smith, Cfp® Email and Phone Number
As a Financial Representative at Fidelity Investments, I bring my knowledge as a financial compliance subject matter specialist to the team. My role involves building client relationships and contributing to the success of the branch. Previously I worked as a Securities Trader within Plante Moran Financial Advisors, where I earned the CFP credential in April 2023. In this role, I worked to execute and process hundreds of trades daily and acted as a subject matter expert on securities trading at the service of over one hundred advisors.In addition to the experience above, I also have knowledge in financial planning, investment analysis, and strategic decision-making. As well as skills in using various technical tools including comprehensive financial planning software, CRM systems, portfolio management software, trading platforms, and data modeling software.My ultimate goal is to become a financial professional dedicated to providing finance education and services to underserved communities.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Financial RepresentativeFidelity Investments Dec 2023 - PresentTroy, Michigan, United States
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Securities TraderPlante Moran Nov 2021 - Nov 2023Southfield, Michigan, United States -
Sr. Securities Operations AssociateFis May 2020 - Nov 2021Detroit, Michigan, United States -
Investment AnalystOttawa Avenue Private Capital Jan 2020 - Apr 2020Grand Rapids, Mi, United States -
It Business Analyst3M May 2019 - Aug 2019Greater Minneapolis-St. Paul Area
Will J. Smith, Cfp® Education Details
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Finance & Management Information Systems -
Financial Planning -
Bradford Academy High SchoolHigh School Diploma
Frequently Asked Questions about Will J. Smith, Cfp®
What company does Will J. Smith, Cfp® work for?
Will J. Smith, Cfp® works for Fidelity Investments
What is Will J. Smith, Cfp®'s role at the current company?
Will J. Smith, Cfp®'s current role is Financial Representative at Fidelity Investments.
What schools did Will J. Smith, Cfp® attend?
Will J. Smith, Cfp® attended Grand Valley State University, Howard University, Bradford Academy High School.
Who are Will J. Smith, Cfp®'s colleagues?
Will J. Smith, Cfp®'s colleagues are Luke Harris, Jack Benenson, Joseph Ode, Frank Kowal, Jimmy White, Harut Torosyan, Samuel Alvarado.
Not the Will J. Smith, Cfp® you were looking for?
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William J. Smith, CFP®, APMA®, CRPC®
Private Wealth Advisor, Associate Vice President, Hand, Smith, Stella & Associates, A Financial Advisory Practice Of Ameriprise Financial Services, LlcGreater Philadelphia
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