Rae Ann Enders
Vice President, Wealth Planner @Fidelity Investments
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WORK HISTORY
Vice President, Wealth Planner @Fidelity Investments
Brookfield, WI, US
Appointed to Process Improvement TeamVoice of the Customer Ambassador 20••••13, 20••••15
EDUCATION
Lubar College of Business
Finance
ABOUT RAE ANN ENDERS
Licenses and RegistrationsRegistered Securities Representative, Registered Securities Broker, Investment Advisor Representative, Combined Registered Investment Advisor, State of FL Insurance Licenses: Life, Health and AnnuitiesPrimary ResponsibilitiesClient Practice Management and Business Development- Manages client needs regarding service, trading, problem resolution, and processing issues. Manages and responds to inbound client inquiries in partnership with centralized Private Client Group (PCG) phones- Serves as quality control point to ensure that all calls, paperwork, policy, and procedures for customer requests have been adhered to in accordance with compliance requirements- Coordinates call management for complex service issues with PCG.*Registered Securities Representative *Registered Securities Broker *Investment Advisor Representative *Combined Registered Investment Advisor *State of FL Insurance Licenses: Life, Health and AnnuitiesViews expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.
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