Brady A. Stoor
Financial Consultant @Fidelity Investments
Atlanta, GA, US
EMAILS
b••••••••@fmr.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2020 — Present
Financial Consultant @Fidelity Investments
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SKILLS
Asset AllocationSeries 63Tax Principles and OptimizationFinancial AnalysisSavings Analysis and StrategyTax Analysis and CalculationsFinanceTaxation PrinciplesInsurance PlanningAsset Allocation and PerformanceRisk ManagementBusiness DevelopmentFinancial AdvisoryFinancial ServicesEstate Planning and Wealth TransferClient Engagement and CommunicationBudget Preparation and ManagementLeadershipMutual FundsPortfolio ManagementStrategic PlanningInvestmentsSecuritiesFinancial PlanningRetirement PlanningSeries 7Analysis and Evaluation of Risk ExposuresInvestment StrategiesInvestment AdvisoryFinancial ManagementStrategyWealth ManagementTax Planning ObjectivesManagementAsset ManagementFinancial Ratio AnalysisInvestment PlanningFinancial Planning Principles, Process and SkillsBankingProcess Improvement
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