Oswaldo Chavez

Ramona, California, United States
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About

Virtual Education Consultant at Fidelity Investments

Oswaldo Chavez In Short

Oswaldo Chavez is a highly experienced Virtual Education Consultant with over 31 years of work experience. He has a strong background in portfolio management, securities, and investments. Currently, he works at Fidelity Investments in Ramona, California. Throughout his career, Oswaldo has held various positions at Fidelity Investments, including Financial Planning Consultant and Senior Virtual Education Consultant. He also has experience working at TD Ameritrade and MassMutual. Oswaldo's expertise lies in asset allocation, retirement planning, and wealth management.

Oswaldo Chavez's Professional Milestones

  • Manager (1997-08-01~2003-07-01): Implementing effective strategies to streamline operations and improve overall efficiency.
  • Financial Planning Consultant (2004-06-01~2010-01-01): Developed detailed financial strategies to optimize company's financial performance and drive sustainable growth.
  • Wealth Management Services Onboarding Coach (2004-06-01~): Provided personalized educational guidance, empowering individuals to maximize their educational potential and meet their career goals.
  • Independent Financial Advisor (1992-09-01~1997-08-01): Provided comprehensive financial guidance to clients, ensuring their financial and lifestyle goals were met.

Oswaldo Chavez's Emails and Phone Numbers

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Work Experience

Fidelity Investments

Boston,Massachusetts,United States

Financial Services

74364
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TD Ameritrade

Omaha,Nebraska,United States

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MassMutual

Springfield,Massachusetts,United States

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Education

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Contact sales to request a demo for Education Experience module.
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Skill

Portfolio Management

Series 63

Securities

Series

Investments

Customer Service

Asset Allocation

Series 7

Retirement Planning

Wealth Management

Mutual Funds

Certification

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Frequently asked questions

What is Oswaldo Chavez's email address?

We found 2 Oswaldo Chavez's email addresses

What is Oswaldo Chavez's phone numbers?

We found 1 Oswaldo Chavez's phone numbers

Which social media profiles does Oswaldo Chavez have?

Oswaldo Chavez's social media include: Linkedin, 

What company does Oswaldo Chavez work for?

Oswaldo Chavez works for Fidelity Investments

What is Oswaldo Chavez's role in Fidelity Investments?

Oswaldo Chavez's role in Fidelity Investments is Wealth Management Services Onboarding Coach

Which industry does Oswaldo Chavez work in?
Oswaldo Chavez works in the industry of Financial Services
Who are Oswaldo Chavez's colleagues?
Oswaldo Chavez's colleagues are Ron Darwin,Anton Vaskovtsev,Laurie Jacques
What is Oswaldo Chavez's latest job experience?

Oswaldo Chavez's latest job experience is Wealth Management Services Onboarding Coach at Fidelity Investments

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Oswaldo Chavez is a highly experienced Virtual Education Consultant with over 31 years of work experience. He has a strong background in portfolio management, securities, and investments. Currently, he works at Fidelity Investments in Ramona, California. Throughout his career, Oswaldo has held various positions at Fidelity Investments, including Financial Planning Consultant and Senior Virtual Education Consultant. He also has experience working at TD Ameritrade and MassMutual. Oswaldo's expertise lies in asset allocation, retirement planning, and wealth management.
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