Phillip Carr
Financial Consultant @ Fidelity Investments | Certified Financial Planner. Schedule a free consultation at the website linked in my contact info.
- Role
- Financial Consultant at Fidelity Investments
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Phillip Carr
Hardworking, self-starting career finance man. Areas of expertise include securities…
Experience
Financial Consultant
Nov 2020 — Present · Tulsa, OK, US
Education
Kaplan Financial Education
Series 7
2011 — 2011
Oklahoma Bankers' Association
Certificate
2008 — 2008
Oklahoma State University
Bachelor's
2006 — 2008
Skills
- Customer Service
- Microsoft Word
- Investments
- Teamwork
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Financial Advisory
- Equities
- Excel
- Financial Services
- Wealth
- Word
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Financial Planning
- Morningstar
- Series 63
- Tax Preparation
- Analysis
- Powerpoint
- Microsoft Excel
- Variable Annuities
- Credit
- Financial Modeling
- Iras
- Wealth Management
- Tax
- Investment Strategies
- Insurance
- Fixed Annuities
- Microsoft Office
- Financial Planners
- Series 7
- Investment Advisory
- Series 66
- Life Insurance
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