Michael Lui Email & Phone Number
Annuity Planning Consultant @ Fidelity Investments
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Michael Lui Location
- Salt Lake City, UT, US
Michael Lui Work
- 2018 - now Annuity Planning Consultant @
- 2015 - now Annuity Service Representative @
- 2014 - 2015 Investment Solutions Representative @
- 2013 - 2014 High Net Worth Service Associate @
- 2012 - 2013 Retirement Specialist @
- 2011 - 2012 Self Directed Brokerage Specialist @
- 2010 - 2011 Customer Service Representative @
- 2010 - 2010 Judgmental Credit Analyst @
Michael Lui Education
- University of Utah - David Eccles School of Business
BA (Finance)
2004 - 2009
Michael Lui Skills
- Series 7
- Series 63
Michael Lui Summary
- Michael Lui, based in Salt Lake City, UT, US, is currently a Annuity Planning Consultant at Fidelity Investments. Michael Lui brings experience from previous roles at Fidelity Investments. Michael Lui holds a 2004 - 2009 BA in Finance @ University of Utah - David Eccles School of Business. With a robust skill set that includes Series 7, Series 63 and more. Michael Lui has 2 emails and 1 mobile phone numbers on RocketReach.
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