Planning Consultant@ Fidelity Investments
Chicago, Illinois, United States
Emily Liu
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University of Missouri-Saint Louis
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Tell me more about Emily Liu?
FlashIntel GPTEmily Liu is a Relationship Manager at Fidelity Investments with 13.8 years of experience in portfolio management, financial services, and securities. She has a strong background in equities and mutual funds, and is skilled in Mandarin and series 7 programming. Emily has worked at Fidelity Investments in various roles, including Financial Representative and Investment Consultant. She also has experience as an Asia Pacific Call Center Bilingual Stock Broker at Scottrade. Emily is based in Chicago, Illinois.
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Emails and Phone Numbers
About
Relationship Manager at Fidelity Investments
Work Experience
Planning Consultant
Financial Representative
Financial Services
Emily Liu's Professional Milestones
- Investment Consultant (2013-09-01~2016-10-01): Provided successful investment strategies, maximizing returns for clients while optimizing their portfolio.
- Planning Consultant (2016-11-01~2017-06-01): Efficiently navigating the financial landscape to achieve significant financial benefits.
Education
Communication,
General
Skill
Portfolio Management
Finra
Series 63
Securities
Mandarin
Financial Services
Equities
Mutual Funds
Series 7
Certification
Colleagues
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Hailey Sharp
Owner
Omar Cantu Jr
Financial Fitness Coach | Small Business Owner
Deanna Farrugia, Author, PCC, CSC, CIMA
Author, Owner of Perspicacity Coaching and Consulting, VP, Regional Coaching Consultant at Fidelity Investments
Other Named Emily Liu
Frequently asked questions
We found 3 Emily Liu's email addresses
We found 2 Emily Liu's phone numbers
Emily Liu's social media include: Linkedin,
Emily Liu works for Fidelity Investments
Emily Liu's role in Fidelity Investments is Planning Consultant
Emily Liu works in the industry of Financial Services
Emily Liu's colleagues are Laurie Jacques,Caidi Bolte,Hailey Sharp
Emily Liu's latest job experience is Planning Consultant at Fidelity Investments
Emily Liu's latest education in University of Missouri-Saint Louis
