Ryan Nolan
Location
Tampa, FL
Jacksonville, FL
Education
U
University of North Florida
May 2020 - December 2024
degree
Bachelor's
major
Finance
coursework
Work Experience
F
Fidelity Investments
Investment Solutions Representative
Jacksonville, FL, United States, 32290
January 2023 - May 2023
company
Fidelity Investments
title
Investment Solutions Representative
overview
• Assisted clients with planning and guidance
• Used analysis tools to drive clients to the right diversification mix
• Worked with Financial Advisors and Investment Consultants to provide a holistic approach to portfolio
theory
• Analyzed multiple markets to assist clients with investments
• Fulfilled my fiduciary responsibility in providing information, as well as, investment consultations with
clients
F
Fidelity Investments
High Net Worth Associate
Jacksonville, FL, United States, 32290
October 2022 - January 2023
F
Fidelity Investments
Customer Relationship Advocate
Jacksonville, FL, United States, 32290
December 2021 - October 2022
A
Arlington Toyota
Sales Associate
Jacksonville, FL, United States, 32290
August 2021 - December 2021
Skills
Financial AnalysisFinancial ModelingFINRA Series 63 CertificationFINRA Series 7 certificationMicrosoft ExcelSeries 66 Uniform Investment Adviser : Combined State Laws License