Deep Enrich
Tate Coley
749 followers
Denver, Colorado, United States
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About me
Financial Advisor at Merrill Lynch
Education
North Carolina State University
2017 - 2021Bachelor of Science - BS Business Administration and Management, Finance
Experience
Fidelity Investments
May 2021 - Oct 2023Workplace Planning Consultant II
Dec 2022 - Oct 2023Workplace Planning Consultant I
Jul 2022 - Dec 2022Workplace Planning Associate
Jan 2022 - Jul 2022Financial Customer Associate
May 2021 - Jan 2022
Merrill Lynch
Oct 2023 - nowMerrill Financial Solutions Advisor
Licenses & Certifications
Series 7
FINRAMay 2022Series 66
FINRAJul 2022Securities Industry Essentials
FINRAMay 2022
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