Peter McGrath
Executive Planning Consultant @Fidelity Investments
Salt Lake City, UT, US
EMAILS
p••••••••@fidelity.com
MOBILE NUMBERS
+19•••••••02
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WORK HISTORY
Jun 2025 — Present
Executive Planning Consultant @Fidelity Investments
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EDUCATION
2002 — 2008
Brigham Young University
Bachelor of Science
SKILLS
FinanceSeries 10Mutual FundsSeries 7Microsoft ExcelSeries 63SecuritiesRetirementSeries 9Investments
ABOUT PETER MCGRATH
CERTIFIED FINANCIAL PLANNER DESIGNATION Finra Series 7, 9/10, 63 and 66 licenses
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