Sam Soderman
Private Wealth Sr Relationship Manager at Fidelity Investments | Houston, Texas, United States
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Private Wealth Sr Relationship Manager at Fidelity Investments in December 2023 to Present
Planning Consultant at Fidelity Investments in October 2021 to December 2023
Financial Advisor at Vanguard in August 2021 to October 2021
Branch Manager at TD Ameritrade in February 2018 to January 2021
Branch Manager at Scottrade in January 2011 to February 2018
Intern/Customer Service Associate/Stockbroker at Scottrade in April 2004 to January 2011
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College Of Business & Economics, Bachelor's degree, January 2003 to January 2008
University of Houston-Downtown, Bachelor of Business Administration (BBA)
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Investments
Banking
Mutual Funds
Options
Bonds
Series 63
Series 24
IRAs
Series 6
Trading
Equity Derivatives
Financial Analysis
Fixed Income
ETFs
Series 7
Asset Managment
FINRA
Series 65
Equities
Microsoft Excel
Financial Modeling
Finance
Stocks
Derivatives
Securities
Risk Management
Financial Markets
Strategic Financial Planning
Valuation
Portfolio Management
Asset Allocation
Financial Services
Leadership
Equity Trading
Retirement Planning
Financial Planning
Wealth Management Services
Coaching
Investment Strategies
Investment Management
Sales
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Discover more about Fidelity InvestmentsWhat is Sam Soderman email address?
Email Sam Soderman at [email protected]. This email is the most updated Sam Soderman's email found in 2026.
How to contact Sam Soderman?
To contact Sam Soderman send an email to [email protected].
What company does Sam Soderman work for?
Sam Soderman works for Fidelity Investments
What is Sam Soderman's role at Fidelity Investments?
Sam Soderman is Private Wealth Sr Relationship Manager
What is Sam Soderman's Phone Number?
Sam Soderman's phone (214) ***-*177
Sam Soderman Email Addresses
Sam Soderman Phone Numbers
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