Position:
Investment Consultant at Fidelity Investments
Location:
Ogden, Utah, United States
Found email addresses for Mathis Burton:
Found phone for Mathis Burton:
Apr 2026 - Current
Sep 2025 - Apr 2026
Dec 2023 - Sep 2025
Jan 2023 - Dec 2023
Mar 2022 - Jun 2022
Jun 2019 - Jun 2021
Their professional focus is Active Listening, Customer Relationship Management (CRM), and Customer Service across 3 core areas.
Mathis holds Wealth Management Certified Professional®, Series 66, and Series 07 certifications and has been awarded Eagle Scout Award and MVP Award
B.S. in Financial Planning and Counseling at University of Utah
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