Position:
Financial Consultant at Fidelity Investments
Location:
Naples, Florida, United States
Found email addresses for Joseph Trotto:
Found phones for Joseph Trotto:
Jul 2020 - Current
Nov 2019 - Jul 2020
Oct 2018 - Nov 2019
Apr 2018 - Oct 2018
Jun 2016 - Apr 2018
Apr 2014 - Jun 2016
Their professional focus is Retirement Income Strategies and Wealth Management Services across 2 core areas.
Joseph holds Certified Financial Planner (CFP), 2-15 Life, Health, and Variable Annuity License, and SERIES 63 certifications.
Bachelor's Degree at Florida Atlantic University
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