Bradley

Bradley: Email & Phone Number

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Relationship Manager at Fidelity Investments|Miami, Florida, United States

Position:

Relationship Manager at Fidelity Investments

Location:

Miami, Florida, United States

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Last updated: 2026-10-16
Updated: 2026-10-16

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Current work details
Job levelManager
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 3 years

Relationship Manager at Fidelity Investments

Jul 2025 - Current

Financial Representative at Fidelity Investments

Jun 2025 - Jul 2025

Junior Financial Advisor at Florida Financial Advisors

Mar 2025 - Apr 2025

Financial Planning Consultant at Florida Financial Advisors

May 2024 - Feb 2025

Financial Consultant Trainee at Florida Financial Advisors

Nov 2023 - May 2024

Bradley started working in 2023, then the employee has changed 1 company and 4 jobs. On average, Bradley works for one company for 7 months.

Their professional focus is Asset Allocation, Financial Planning, and Investment ROI across 3 core areas.

Bradley holds FL 2-40 Health Insurance License, Series 7, and Accredited Portfolio Management Advisor™ Designee certifications.

Education

Bachelor of Business Administration - BBA at Florida Atlantic University

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