Oswaldo Chavez Email & Phone Number
Wealth Management Service Specialist @ Fidelity Investments
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Oswaldo Chavez Location
- Ramona, CA, US
Oswaldo Chavez Work
- 2023 -now Wealth Management Services Onboarding Coach @
- 2021 -now Wealth Management Service Specialist @
- 2015 -2021 Financial Representative @
- 2010 -2015 Senior Virtual Education Consultant @
- 2004 -2010 Financial Planning Consultant @
- 1997 -2003 Manager @
- 1992 -1997 Independent Financial Advisor @
Oswaldo Chavez Skills
- Securities
- Asset Allocation
- Retirement Planning
- Wealth Management
- Research
- Financial Analysis
- Investments
- Series 63
- Series
- Series 7
- Customer Service
- Finance
- Portfolio Management
- Mutual Funds
Oswaldo Chavez Summary
- Oswaldo Chavez, based in Ramona, CA, US, is currently a Wealth Management Service Specialist at Fidelity Investments. Oswaldo Chavez brings experience from previous roles at Fidelity Investments. With a robust skill set that includes Securities, Asset Allocation, Retirement Planning, Wealth Management, Research and more. Oswaldo Chavez has 2 emails and 2 mobile phone numbers on RocketReach.
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