Daniel Parks
Financial Services Representative @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
Financial Services Representative @Fidelity Investments
Provide Guidance: Offer basic financial planning guidance, support retirement goals, and help clients with investment solutions. Process Transactions: Handle customer inquiries, process deposits, and place trades for clients. Open New Accounts: Gather client information and complete the necessary paperwork to open new accounts and suggest relevant products. Build Relationships: Nurture relationships with an existing client base and extend the firm\'s brand by offering personalized financial planning and solutions.
EDUCATION
East Tennessee State University
Bachelor of Science - BS, Biology/Biological Sciences, General
ABOUT DANIEL PARKS
As a Financial Services Representative at Fidelity Investments, I blend financial…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.