Jalen A. Dagher, AWMA®

Management Intern

1270 followers

Germantown, Tennessee, Vereinigte Staaten von Amerika

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Timeline
About me
Fidelity Wealth
Education
- Mississippi University for Women
  -
  Mississippi Governor's School Rising Junior
- University of Houston, C.T. Bauer College of Business
  -
  Bachelor's Degree Major: Finance Minor: Economics
  Activities and Societies: Honors College, Pi Kappa Phi Fraternity, Collegiate Entrepreneurs' Organization
- University of Mississippi
  -
  Lott Leadership Institute for High School Students Rising Senior
- Warren Central High School
  -
  High School Diploma
  Activities and Societies: Student body President, United Way Teen Help President, Future Business Leaders of America, National Honor Society, Red Cord, Mu Alpha Theta, Tennis Team Captain
Experience
- Kohl's Department Stores
  Jan 2013 - Aug 2013
  Management Intern
- Merrill Lynch
  Jan 2014 - Jan 2015
  Seasonal Client Associate
  Smith Warren & Associate Private Banking and Investments Group
- North Star Resource Group
  Aug 2015 - Jan 2015
  Financial Advisor Training Program Internship
- North Star Resource Group
  Jan 2016 - Nov 2018
  Financial Advisor
- UBS
  Jan 2018 - Jan 2022
  Bertino Investment Consulting Group Bertino Investment Consulting Group Texas-Rockies Private Wealth Management
  - Private Wealth Management - Senior Wealth Strategy Associate
    Jan 2022 - Jan 2022
  - Private Wealth Management - Wealth Strategy Associate
    Feb 2021 - Jan 2021
  - Private Wealth Management - Wealth Planning Associate
    Jan 2018 - Jan 2021
- Fidelity Investments
  Jan 2022 - now
  Financial Consultant
  The Dagher Planning Team
Licenses & Certifications
- Accredited Wealth Management Advisor (SM)
  College for Financial Planning
  Jun 2019
- Series 66 Investment Advisor Respresentative
  Financial Industry Regulatory Authority (FINRA)
- Series 7 General Securities Representative
  Financial Industry Regulatory Authority (FINRA)
- TN Life & Health Insurance License
  Tennessee Department of Commerce and Insurance
  Jan 2024