Fidelity Brokerage Services LLC
Industry: Capital market company
DescriptionFounded: 1978 Subsidiaries: National Financial Services, LLC, Fidelity Institutional Wealth Services Parent organization: Fidelity Investments
Fidelity Brokerage Services LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Brokerage Services LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Brokerage Services LLC Salaries. You can even request information on how much does Fidelity Brokerage Services LLC pay if you want to. Learn about salaries, pros and cons of working for Fidelity Brokerage Services LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Fidelity Brokerage Services LLC employees in database. Find out everything there's to know about Fidelity Brokerage Services LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Brokerage Services LLC Employees
Employee
Years
Job
Industry
Joshua Blain Joshua Blain's Fidelity Brokerage Services LLC Experience June 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Brokerage Services LLC June 2015 - Present
University of Utah - Employment January 2014 - May 2015
Zions Bank September 2013 - May 2015
The Romney Group September 2014 - December 2014
Big 5 Sporting Goods November 2012 - September 2013
Skills
Valuation, Microsoft Excel, Cash Handling, DCF Valuation, IRR, Financial Analysis, PowerPoint, Teamwork, Microsoft Word, Customer Service, Finance, Analysis
Education
University of Utah 2013 — 2015
Bachelor's Degree, Finance
BYU 2012 — 2013
General Studies
Fidelity Brokerage Services LLC June 2015 - Present
University of Utah - Employment January 2014 - May 2015
Zions Bank September 2013 - May 2015
The Romney Group September 2014 - December 2014
Big 5 Sporting Goods November 2012 - September 2013
Skills
Valuation, Microsoft Excel, Cash Handling, DCF Valuation, IRR, Financial Analysis, PowerPoint, Teamwork, Microsoft Word, Customer Service, Finance, Analysis
Education
University of Utah 2013 — 2015
Bachelor's Degree, Finance
BYU 2012 — 2013
General Studies
Gary Baden Gary Baden's Fidelity Brokerage Services LLC Experience July 2000 - December 2001
Job Environmental Communications / Environmental Education / Environmental Public Policy
Industry Renewables & Environment
Experience
Transportation Security Administration May 2004 - Present
NCS Pearson March 2004 - April 2004
Yablon Financial Services February 2003 - April 2003
Transportation Security Administration August 2002 - February 2003
NCS Pearson March 2002 - May 2002
Fidelity Brokerage Services, LLC July 2000 - December 2001
A.G. Edwards & Sons, Inc. July 1999 - May 2000
American Funds Group December 1991 - July 1999
Northwestern Mutual October 1990 - October 1991
Texas House of Representatives May 1982 - September 1990
Skills
Public Speaking, Customer Service, Teamwork, Writing, Leadership, Public Policy, Hazardous Materials, Editing, Legislation, Interviews, Environmental Awareness, Government, Management, Risk Assessment, Policy, Training, Marketing, Sales, Microsoft Office, Research, Strategy, Public Relations
Education
University of Maryland University College 2008 — 2010
Certificate, Environmental Management, 3.83 / 4.00
The University of Texas at Austin 1973 — 1976
B.S., Radio-Television-Film, 2.8 / 4.0
Transportation Security Administration May 2004 - Present
NCS Pearson March 2004 - April 2004
Yablon Financial Services February 2003 - April 2003
Transportation Security Administration August 2002 - February 2003
NCS Pearson March 2002 - May 2002
Fidelity Brokerage Services, LLC July 2000 - December 2001
A.G. Edwards & Sons, Inc. July 1999 - May 2000
American Funds Group December 1991 - July 1999
Northwestern Mutual October 1990 - October 1991
Texas House of Representatives May 1982 - September 1990
Skills
Public Speaking, Customer Service, Teamwork, Writing, Leadership, Public Policy, Hazardous Materials, Editing, Legislation, Interviews, Environmental Awareness, Government, Management, Risk Assessment, Policy, Training, Marketing, Sales, Microsoft Office, Research, Strategy, Public Relations
Education
University of Maryland University College 2008 — 2010
Certificate, Environmental Management, 3.83 / 4.00
The University of Texas at Austin 1973 — 1976
B.S., Radio-Television-Film, 2.8 / 4.0
Kathleen Colburn Kathleen Colburn's Fidelity Brokerage Services LLC Experience February 2012 - May 2012
Job Retail Management
Industry Human Resources
Experience
Fidelity Brokerage Services LLC February 2012 - May 2012
JCPenny January 2007 - February 2012
New Hampshire Dept. Of Environmental Services January 2006 - March 2006
Business Consultant Small Business Institute September 2004 - May 2005
Skills
Recruiting, Sales Management, Operational Excellence, Customer Service, Marketing Strategy, Public Relations, Planning-Strategic and..., HR Policies, Performance Benchmarking, Sales Leadership, Merchandise Planning..., Productivity and...
Education
Keene State College 2001 — 2005
Business Management, Economics, Environmental Studies, Business Administration and Management, General, 3.65
The University of Wolverhampton 2002 — 2003
Bachelor's degree, Business Administration and Management, General, 3.65
Fidelity Brokerage Services LLC February 2012 - May 2012
JCPenny January 2007 - February 2012
New Hampshire Dept. Of Environmental Services January 2006 - March 2006
Business Consultant Small Business Institute September 2004 - May 2005
Skills
Recruiting, Sales Management, Operational Excellence, Customer Service, Marketing Strategy, Public Relations, Planning-Strategic and..., HR Policies, Performance Benchmarking, Sales Leadership, Merchandise Planning..., Productivity and...
Education
Keene State College 2001 — 2005
Business Management, Economics, Environmental Studies, Business Administration and Management, General, 3.65
The University of Wolverhampton 2002 — 2003
Bachelor's degree, Business Administration and Management, General, 3.65
Neville McGilchrist, JD Neville McGilchrist, JD's Fidelity Brokerage Services LLC Experience February 2015 - Present
Job Financial Representative at FIDELITY BROKERAGE SERVICES LLC
Industry Financial Services
Experience
FIDELITY BROKERAGE SERVICES LLC February 2015 - Present
Skills
Employee Benefits, Analysis, Life Insurance, Disability Insurance, Financial Advisory, Corporate Law, Investments, Risk Management, Time Management, Financial Analysis, Mutual Funds, Networking, Retirement, Strategic Planning, Series 7, Fixed Annuities, 401k, Series 63, Business Planning, Commercial Banking
Education
Pepperdine University School of Law
Juris Doctor
Pacific Union College
B.S.
Glendale Academy
FIDELITY BROKERAGE SERVICES LLC February 2015 - Present
Skills
Employee Benefits, Analysis, Life Insurance, Disability Insurance, Financial Advisory, Corporate Law, Investments, Risk Management, Time Management, Financial Analysis, Mutual Funds, Networking, Retirement, Strategic Planning, Series 7, Fixed Annuities, 401k, Series 63, Business Planning, Commercial Banking
Education
Pepperdine University School of Law
Juris Doctor
Pacific Union College
B.S.
Glendale Academy
Dan Bader Dan Bader's Fidelity Brokerage Services LLC Experience April 2015 - Present
Job
Industry Investment Management
Experience
Fidelity Brokerage Services LLC April 2015 - Present
Hydra-Tone Chemicals, Inc. / Rusty Duck Gun Care June 2012 - April 2015
Sky Realty March 2013 - August 2013
APEX Realty Group September 2011 - December 2012
Cincinnati Bell November 2005 - June 2012
RA Jones June 2000 - January 2006
Specialty Automotive March 1998 - November 1999
DHL August 1993 - February 1998
Education
A-PASS Weikel Institute 2011 — 2011
License, Real Estate
Thomas More College 2001 — 2005
AES, Management
Fidelity Brokerage Services LLC April 2015 - Present
Hydra-Tone Chemicals, Inc. / Rusty Duck Gun Care June 2012 - April 2015
Sky Realty March 2013 - August 2013
APEX Realty Group September 2011 - December 2012
Cincinnati Bell November 2005 - June 2012
RA Jones June 2000 - January 2006
Specialty Automotive March 1998 - November 1999
DHL August 1993 - February 1998
Education
A-PASS Weikel Institute 2011 — 2011
License, Real Estate
Thomas More College 2001 — 2005
AES, Management
Bradley Rush, CFP® Bradley Rush, CFP®'s Fidelity Brokerage Services LLC Experience October 1993 - Present
Job Vice President, Financial Consultant at Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
Fidelity Brokerage Services, LLC October 1993 - Present
Skills
Relationship Management, Uniform Combined State..., Fixed Annuities, Investment Management, Financial Analysis, ETFs, Securities, Risk Management, Accounting, Strategic Planning, New Business Development, Sales Management, Account Management, Business Strategy, Budgets
Education
Ohio University 1989 — 1993
BBA, Finance, Management
Oakland University 1995 — 1998
MBA, Finance
Fidelity Brokerage Services, LLC October 1993 - Present
Skills
Relationship Management, Uniform Combined State..., Fixed Annuities, Investment Management, Financial Analysis, ETFs, Securities, Risk Management, Accounting, Strategic Planning, New Business Development, Sales Management, Account Management, Business Strategy, Budgets
Education
Ohio University 1989 — 1993
BBA, Finance, Management
Oakland University 1995 — 1998
MBA, Finance
Robin M. Waldman Robin M. Waldman's Fidelity Brokerage Services LLC Experience June 2012 - Present
Job Financial Consultant, Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
Fidelity Brokerage Services, LLC June 2012 - Present
UBS Financial Services, Inc. January 2009 - March 2012
Merrill Lynch August 2004 - January 2009
Ford Motor Company January 1990 - 1991
Ford Motor Company 1989 - 1990
Ford Motor Company 1986 - 1989
Ford Motor Company 1984 - 1989
Ford Motor Company 1983 - 1984
Skills
Finance, Manufacturing, Investments, Portfolio Management, Financial Analysis, Asset Management, Strategic Planning, Insurance, Leadership, Process Improvement, Management, Business Strategy
Education
The University of Texas at El Paso 1992 — 1994
MBA, Business Administration
University of Massachusetts Lowell 1979 — 1983
Bof Science, Plastics Engineering
Fidelity Brokerage Services, LLC June 2012 - Present
UBS Financial Services, Inc. January 2009 - March 2012
Merrill Lynch August 2004 - January 2009
Ford Motor Company January 1990 - 1991
Ford Motor Company 1989 - 1990
Ford Motor Company 1986 - 1989
Ford Motor Company 1984 - 1989
Ford Motor Company 1983 - 1984
Skills
Finance, Manufacturing, Investments, Portfolio Management, Financial Analysis, Asset Management, Strategic Planning, Insurance, Leadership, Process Improvement, Management, Business Strategy
Education
The University of Texas at El Paso 1992 — 1994
MBA, Business Administration
University of Massachusetts Lowell 1979 — 1983
Bof Science, Plastics Engineering
David A. Forman David A. Forman's Fidelity Brokerage Services LLC Experience 2008 - Present
Job Vice President & Associate General Counsel at Fidelity Investments / General Counsel, Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
Fidelity Brokerage Services, LLC 2008 - Present
Fidelity Investments 2000 - Present
Skills
Securities, FINRA, Corporate Governance, Mutual Funds, Securities Regulation
Education
Boston University School of Law 1986 — 1989
Doctor of Law (JD)
Colgate University 1982 — 1986
Bachelor of Arts (B.A.)
Fidelity Brokerage Services, LLC 2008 - Present
Fidelity Investments 2000 - Present
Skills
Securities, FINRA, Corporate Governance, Mutual Funds, Securities Regulation
Education
Boston University School of Law 1986 — 1989
Doctor of Law (JD)
Colgate University 1982 — 1986
Bachelor of Arts (B.A.)
Shana Shumate Shana Shumate's Fidelity Brokerage Services LLC Experience 2000 - 2002
Job Management Professional
Industry Management Consulting
Experience
Freelancer 2014 - Present
Mario Tricoci Salon & Day Spa 2011 - 2011
Natural Body Spa and Shop February 2009 - May 2010
Natural Body Spa and Shop 2008 - 2009
Chateau Élan Spa & Resort 2006 - 2008
Deloitte and Touche LLP 2002 - 2004
Fidelity Brokerage Services LLC 2000 - 2002
Skills
Budgets, Coaching, Customer Service, Hiring, Leadership, Management, Marketing, Performance Management, Recruiting
Education
Paul Mitchell The School 2005 — 2005
Skin Care Program, Esthetician
The Ohio State University Fisher College of Business 1993 — 1998
B.S., Finance
Freelancer 2014 - Present
Mario Tricoci Salon & Day Spa 2011 - 2011
Natural Body Spa and Shop February 2009 - May 2010
Natural Body Spa and Shop 2008 - 2009
Chateau Élan Spa & Resort 2006 - 2008
Deloitte and Touche LLP 2002 - 2004
Fidelity Brokerage Services LLC 2000 - 2002
Skills
Budgets, Coaching, Customer Service, Hiring, Leadership, Management, Marketing, Performance Management, Recruiting
Education
Paul Mitchell The School 2005 — 2005
Skin Care Program, Esthetician
The Ohio State University Fisher College of Business 1993 — 1998
B.S., Finance
Ruth Peprah's Fidelity Brokerage Services LLC Experience February 2005 - August 2007
Job Relationship Manager/Registered Securities Principal, Capital Analyst
Industry Financial Services
Experience
Capital Analysts, Inc August 2007 - July 2009
Fidelity Brokerage Services LLC February 2005 - August 2007
Lehman Brothers Incorporated September 2000 - November 2002
Morgan Stanley Dean Witter, 5 World Trade Center October 1999 - September 2000
Education
Stony Brook University 1997 — 1999
Bachelor of Arts, Liberal Arts
Capital Analysts, Inc August 2007 - July 2009
Fidelity Brokerage Services LLC February 2005 - August 2007
Lehman Brothers Incorporated September 2000 - November 2002
Morgan Stanley Dean Witter, 5 World Trade Center October 1999 - September 2000
Education
Stony Brook University 1997 — 1999
Bachelor of Arts, Liberal Arts
Laureen Ratti's Fidelity Brokerage Services LLC Experience Director, Stock ResearchFidelity Investments2002 - Present
Job Vice President Research Management at Fidelity Brokerage Services LLC
Industry Financial Services
Experience
Fidelity Brokerage Services LLC Director, Stock ResearchFidelity Investments2002 - Present
Skills
Stock Research, Mutual Funds, Equities
Education
Nazareth College
Fidelity Brokerage Services LLC Director, Stock ResearchFidelity Investments2002 - Present
Skills
Stock Research, Mutual Funds, Equities
Education
Nazareth College
David Kitterman, CFP®'s Fidelity Brokerage Services LLC Experience October 2007 - February 2011
Job Sr. Financial Planner at Capital Plan Advisors
Industry Financial Services
Experience
Capital Guardian, LLC-Capital Plan Advisors September 2012 - Present
Derse Morgen March 2011 - August 2012
FIDELITY BROKERAGE SERVICES LLC October 2007 - February 2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC February 2003 - October 2007
Skills
CFP® professional, AWMA® Accredited Wealth..., Strategic Financial..., Building Relationships, Series 7, Series 63, Series 65, Life and Health..., Certified Financial..., Wealth Management, Retirement Planning, 401k, Financial Services, Life, Investment Advisory..., Investment Strategies, IRAs, Financial Planners, High Net Worth..., Variable Annuities, Personal Financial..., Wealth Management...
Education
Indiana University Bloomington 1986 — 1991
Capital Guardian, LLC-Capital Plan Advisors September 2012 - Present
Derse Morgen March 2011 - August 2012
FIDELITY BROKERAGE SERVICES LLC October 2007 - February 2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC February 2003 - October 2007
Skills
CFP® professional, AWMA® Accredited Wealth..., Strategic Financial..., Building Relationships, Series 7, Series 63, Series 65, Life and Health..., Certified Financial..., Wealth Management, Retirement Planning, 401k, Financial Services, Life, Investment Advisory..., Investment Strategies, IRAs, Financial Planners, High Net Worth..., Variable Annuities, Personal Financial..., Wealth Management...
Education
Indiana University Bloomington 1986 — 1991
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial