One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.
Michael Welton, a Fidelity Workplace Financial Consultant, has more than 19 years with the company. He was previously a senior account executive at Fidelity's Ann Arbor, Michigan, Investor Center. Mr. Weltoni provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Michael holds a bachelor's degree in economics from Central Michigan University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Omar Jackson, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously an investment consultant at Fidelity's Farmington Hills, Michigan, Investor Center. Mr. Jackson provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Omar holds a bachelor's degree in business management (with a minor in human resources) from Pennsylvania State University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Sarah Jelinek, a Fidelity retirement planner, has more than seven years with the company. She was previously a central relationship manager for Fidelity's PI Regional Centers. An investment advisor representative, registered securities representative, and licensed insurance representative, Sarah holds a bachelor's degree in business management from Michigan State University.
Seth Yanik, a Fidelity Workplace Financial Consultant, has more than 21 years with the company. He was previously an account executive at Fidelity?s Chicago, Illinois, Investor Center. Mr. Yanik provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
