One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
---|---|
Eastern time |
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 20 years with the company. He was previously a senior account executive at Fidelity's Ann Arbor, Michigan, Investor Center. Mr. Welton promotes financial wellness for plan participants through one-on-one planning and educational events. 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.
Sarah Jelinek, a Fidelity Workplace Consultant, has more than nine years with the company and 14 years in the financial industry. She was previously a central relationship manager for Fidelity's PI Regional Centers. Mrs. Jelinek promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative, and licensed insurance representative, Sarah holds a bachelor's degree in business management from Michigan 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.
Seth Yanik, a Fidelity Workplace Financial Consultant, has more than 22 years with the company. He was previously an account executive at Fidelity?s Chicago, Illinois, Investor Center. Mr. Yanik promotes financial wellness for plan participants through one-on-one planning and educational events. 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.