Resumes
Resumes
Vice President, Financial Consultant
View pageLocation:
Nashua, NH
Industry:
Investment Management
Work:
Fidelity Investments
Vice President, Financial Consultant
Fidelity Investments Sep 2011 - Jun 2016
Financial Consultant
Fidelity Investments May 2007 - Aug 2011
Investments Representative
Fidelity Investments Jun 2005 - May 2007
Financial Representative
Fidelity Investments Jun 2004 - Jun 2005
Risk Management
Vice President, Financial Consultant
Fidelity Investments Sep 2011 - Jun 2016
Financial Consultant
Fidelity Investments May 2007 - Aug 2011
Investments Representative
Fidelity Investments Jun 2005 - May 2007
Financial Representative
Fidelity Investments Jun 2004 - Jun 2005
Risk Management
Education:
Isenberg School of Management, Umass Amherst 2001 - 2005
Bachelors, Economics, Finance Isenberg School of Management
Bachelors, Economics, Finance Isenberg School of Management
Skills:
Series 7
Mutual Funds
Series 63
Asset Allocation
Investments
Retirement Planning
Fixed Income
Equities
Investment Strategies
Cfp
Wealth Management
Bonds
Etfs
Portfolio Management
401K
Strategic Financial Planning
Fixed Annuities
Relationship Management
Financial Planners
Iras
Life Insurance
Estate Planning
High Net Worth Individuals
401K Rollovers
Insurance
Mutual Funds
Series 63
Asset Allocation
Investments
Retirement Planning
Fixed Income
Equities
Investment Strategies
Cfp
Wealth Management
Bonds
Etfs
Portfolio Management
401K
Strategic Financial Planning
Fixed Annuities
Relationship Management
Financial Planners
Iras
Life Insurance
Estate Planning
High Net Worth Individuals
401K Rollovers
Insurance
Certifications:
License 145355
Series 7
Series 66
Life, Health & Accident Insurance Producer License
Certified Financial Planner Board of Standards, Inc., License 145355
Certified Financial Planner
Series 7
Series 66
Life, Health & Accident Insurance Producer License
Certified Financial Planner Board of Standards, Inc., License 145355
Certified Financial Planner
Nikki Abbott
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Nikki Abbott
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Nikki Abbott
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Nikki Abbott
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Nikki Abbott
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