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Sergey Kolker CFP®

Sergey Kolker CFP®

Senior Consultant

Followers of Sergey Kolker CFP®658 followers
location of Sergey Kolker CFP®Providence, Rhode Island, United States

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  • Timeline

  • About me

    Vice President Financial Consultant at Fidelity Investments

  • Education

    • Bryant University

      2003 - 2007
      Bachelor of Science in Business Administration Finance, History

      Activities and Societies: Magna Cum Laude, Beta Gamma Sigma (International Honor Society), Bryant University Archway Investment Fund

  • Experience

    • FactSet Research Systems

      Jul 2007 - Apr 2010
      Senior Consultant

    • Morgan Stanley Smith Barney

      Apr 2010 - Feb 2012
      Financial Advisor

    • Fidelity Investments

      Feb 2012 - Jan 2022

      • Financial Consultant

        Oct 2017 - Jan 2022

      • Investment Consultant

        Jan 2017 - Oct 2017

      • Senior Regional Investment Consultant, CRPS®

        Feb 2012 - Jan 2017

    • Fidelity Investments

      Apr 2022 - now
      Vice President Financial Consultant

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board