Ethan Rivera
Investment Portfolio Associate at Crescent Advisory Partners of Raymond James- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Florence, South Carolina, United States, US
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Credentials
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Life & Health Insurance License
South Carolina Department of Insurance -
Series 66
FINRA -
Series 7
FINRA
Experience
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Crescent Advisory Partners of Raymond James
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United States
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Financial Services
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1 - 100 Employee
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Investment Portfolio Associate
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Oct 2023 - Present
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Investment Solutions Representative
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Oct 2021 - Sep 2023
- Assist individual Fidelity investors by using Fidelity's proprietary tools, products, and research to connect them with solutions that meet their investing needs. - Provide education and guidance on mutual funds, fixed income, and money management services to existing or prospective customers. - Host conversations with investors about broader financial markets, market trends, economic indicators, investment concepts, solutions, and strategies, and how those things are connected to the overall performance of their investments. - Service all of our clients that use Fidelity Go, Fidelity's entry level managed account solution. Show less
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Thrivent
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United States
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Financial Services
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700 & Above Employee
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Financial Associate
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Nov 2020 - Oct 2021
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ADP
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Lebanon
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Architecture and Planning
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1 - 100 Employee
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Account Manager
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Sep 2015 - Nov 2020
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Education
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Francis Marion University
Bachelor of Arts - BA
Community
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