Jodi Osiecki
Director, TEM Planning and Advice | Series 7, 63, 66, 9/10
- Role
- Director, Tem Planning and Advice at Fidelity Investments
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
About Jodi Osiecki
I lead a team of licensed investment adviser representatives who provide personalized advice so that every customer has a plan to reach their financial goals. I am passionate about creating a team culture worthy of strong talent and helping my team develop their skills to reach their career aspirations and build the life they want.I have had a rewarding career at Fidelity Investments since September of 2018, working in various roles including customer service, sales, and leadership. I have received multiple Excellence in Action awards and hold Series 7, 63, 66, 9 and 10 licenses. I have a B.A. in Communication from Texas A&M University, which has helped me build rapport with diverse audiences. I am always eager to learn new things and take on new challenges.
Experience
Director, Tem Planning and Advice
Jun 2025 — Present
Education
Texas A&M University
Bachelor of Arts (B.A.), Communication and Media Studies
2014 — 2017
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