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Alex Templeton

Alex templeton

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location of Alex TempletonAtlanta, Georgia, United States
Phone number of Alex TempletonView Mobile No.
Followers of Alex Templeton1000 followers

  • Timeline

  • About me

    Financial Consultant at Fidelity Investments

  • Education

    • Kennesaw state university

      2012 - 2016
      Finance

      Activities and Societies: Senator for the Coles College of Business

    • Louisiana state university

      2010 - 2012
      Mechanical engineering

      Activities and Societies: LSU Rowing Team

  • Experience

    • Keller williams realty, inc.

      Jan 2012 - Jan 2014
      Licensed real estate agent

    • Carmax

      Jan 2014 - Jan 2016
      Consultant

    • E*trade

      Jul 2016 - May 2020

      • Financial Consultant

        Sept 2017 - May 2020

      • Client Development

        Apr 2017 - Sept 2017

      • Senior Financial Services Representative & Trader

        Nov 2016 - Apr 2017

      • Financial Services Representative

        Jul 2016 - Nov 2016

    • Salesforce

      Jun 2020 - May 2021
      Sales, marketing cloud

    • Fidelity investments

      Jun 2021 - now

      • Financial Consultant

        May 2023 - now

      • Planning Consultant

        Dec 2021 - May 2023

      • Client Management Representative

        Jun 2021 - Nov 2021

  • Licenses & Certifications

    • Gsre series 7

      Financial industry regulatory authority (finra)

    • Series 63

      Finra (financial industry regulatory authority)

    • Series 66

      Finra (financial industry regulatory authority)