Gregory Surat

VP, Regional Planning Consultant at Fidelity Investments

Role: VP, Regional Planning Consultant at Fidelity Investments
Location: San Jose, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Gregory Surat

Gregory Surat is a highly motivated and customer-centric sales leader with a proven track record in the financial industry. He excels in driving productivity, surpassing targets, and cultivating strong and enduring client relationships. Currently serving as a Regional Planning Consultant at FIDELITY, Gregory has previously held roles as an Investment Product Specialist and Financial Consultant at ETRADE, as well as at Charles Schwab. Gregory\'s responsibilities have included guiding financial consultants, conducting development training sessions, developing personalized financial plans, and providing investment advice to clients. He is skilled in consultative selling and has a solid understanding of various financial products and services. Gregory holds a Bachelor of Science in Finance and Marketing from San Jose State University and possesses licenses for Series 7 and 66, as well as CA Life & Annuity insurance.

Experience

VP, Regional Planning Consultant
Fidelity Investments
Oct 2019 — Present

Education

San Jose State University
Finance & Marketing

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••23

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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