Gordon Smith
Vice President, Branch Leader @Fidelity Investments
Troy, MI, US
EMAILS
g••••••••@fidelity.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Vice President, Branch Leader @Fidelity Investments
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Troy, MI, US
EDUCATION
N/A
University of Phoenix
Master's degree, Management and Public Administration
N/A
Seattle University
Bachelor of Arts (B.A.), Criminal Justice
SKILLS
Strategic Financial PlanningSeries 9Sales ManagementSeries 66Investment ManagementInvestmentsFinancial PlanningLeadership401kMutual FundsFinanceInsuranceSeries 7Strategic PlanningTradingSeries 10Financial AdvisoryUniform Combined State LawCorporate Strategic PlanningRetirement PlanningFinraFinancial ServicesSecurities
ABOUT GORDON SMITH
Experienced Sales and Supervision Manager with a demonstrated history of working in the financial services industry. Skilled in Investment Management, FINRA, Strategic Planning, Financial Planning, Compliance and Securities.
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