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Douglas Mouridy, CFP®

Douglas Mouridy, CFP®

Wealth Management

location of Douglas Mouridy, CFP®New York City Metropolitan Area

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  • Timeline

  • About me

    Financial Consultant at Fidelity Investments

  • Education

    • Rutgers Business School

      -
      Bachelor of Science Degree Finance

  • Experience

    • Merrill Lynch

      Jun 2011 - Aug 2011
      Wealth Management

    • Bloomberg

      Jul 2012 - Dec 2012
      Junior Financial Analyst

    • Fidelity Investments

      Jan 2013 - now

      • Financial Consultant

        Jun 2021 - now

      • Planning Consultant

        Jan 2020 - Jun 2021

      • Investment Consultant

        Aug 2017 - Jan 2020

      • Relationship Manager

        Jul 2014 - Aug 2017

      • Financial Representative

        Jan 2013 - Jul 2014

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Jul 2017

    • Series 7

      FINRA

    • Series 66

      NASAA