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Alicia D.
Wealth Management Service Specialist at Fidelity Investments
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Work Experience
Mar 2022 - Present · 2 years and 9 months
Wealth Management Service Specialist
Sep 2023 - Present · 1 years and 3 months
High Net Worth Service Associate
Mar 2023 - Sep 2023 · 6 months
Customer Relationship Advocate
Mar 2022 - Mar 2023 · 1 years
Company Details
10000+ Employees
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Year Founded
1946
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Security brokers, Financial and insurance services, Business Services, Independent financial advisers, Investment companies (trusts), Private equity management services, Retirement & Financial Planning, Investment Services, Retirement & Financial Planning
HQ Location
245 Summer St Boston, MA 02210, US
Keywords
InvestingFinancial AdvisingRetirementInvestmentsOnline tradingAsset managementIRA401kMutual fundsStocksETF
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