Josh Biegger
Customer Relationship Advocate @ Fidelity Investments
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Josh Biegger
I am a graduate of the University of Cincinnati with degrees in Finance, Real Estate & …
Experience
Customer Relationship Advocate
May 2025 — Present · Covington, KY, US
Through this role I have obtained the SIE, Series 7 & Series 63 licenses. I am currently going through training to prepare to assist clients. After my skillset training I will take inbound calls from clients to assist with account maintenance, move money, and trade securities. In this role I am looking forward to connect with other Fidelity associates to identify career paths I am interested in within the company!
Education
College for Financial Planning
CFP® Certification Professional Education Program
University of Cincinnati
Bachelor of Business Administration - BBA, Finance Major, Real Estate Minor, Spanish Minor & Business Spanish Certificate
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.