Patrick McCallum Email & Phone Number
Vice President, Wealth Planner @ Fidelity Investments
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Patrick McCallum Location
- Grand Blanc, MI, US
Patrick McCallum Work
- 2022 -now Vice President, Wealth Planner @
- 2017 -2022 Financial Consultant @
- 2015 -2017 Investment Consultant @
- 2012 -2015 Financial Advisor @
- 2011 -2011 Financial Advisor Intern @
Patrick McCallum Education
- Michigan State University
Bachelor of Arts (BA) (Marketing)
Patrick McCallum Skills
- Wealth Management
- Retirement Income Strategies
- Tax Efficient Investing
- Leadership
- Teamwork
- Certified Financial Planner
- Series 66 Licensed
- Series 7 Licensed
- Social Security Strategies
- PowerPoint
- Accounting
- Fixed Annuities
- Retirement Planning
- Sales
- IRAs
- Variable Annuities
- Life Insurance
- Uniform Combined State Law
- FINRA
- Marketing
- College Savings Plans
- Customer Service
- Long Term Care Insurance
- 401k Rollovers
- Financial Reporting
- Management
- Research
- Municipal Bonds
- CRM
- Series 7
- Financial Planning
- Uniform Combined State
Patrick McCallum Summary
- Patrick McCallum, based in Grand Blanc, MI, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Patrick McCallum brings experience from previous roles at Fidelity Investments and Edward Jones. Patrick McCallum holds a Bachelor of Arts (BA) in Marketing @ Michigan State University. With a robust skill set that includes Wealth Management, Retirement Income Strategies, Tax Efficient Investing, Leadership, Teamwork and more. Patrick McCallum has 2 emails on RocketReach.
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