Michael Francis

Investment Management Consultant III at Fidelity Investments | Graduate Student

Role
Investment Management Consultant Iii at Fidelity Investments
Location
Layton, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Francis

Service-oriented leader and cancer survivor with work experience in private wealth management, data entry, and financial services. Holder of the Series 7 and 66 licenses.Economics graduate with active goals and a determination to achieve them. Passionate about learning, working with others, and seeking to improve the lives of those around me.

Experience

  1. Investment Management Consultant Iii

    Fidelity Investments

    Jan 2026 — Present · Salt Lake City, UT, US

Education

  • Utah Valley University

    Graduate Certificate Program - CFP/MSF, Financial Planning and Services

  • Brigham Young University

    Bachelor's degree, Economics

    2017 — 2021

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Michael Francis — Investment Management Consultant Iii at Fidelity Investments in Layton, UT, US | Unifers