Shelli Perseval
Sr Wealth Management Services at Fidelity Investments | Greater Houston
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Sr Wealth Management Services at Fidelity Investments in March 2022 to Present
Variable Universal Life Specialist at Transamerica in November 2020 to March 2022
Personal Financial Representative at Allstate in September 2016 to November 2020
Registered Sales Associate at Ameriprise Financial in November 2010 to October 2014
Financial Advisor at New England Financial, A MetLife Company in January 2008 to January 2010
Program Manager at Texas Bay Credit Union in July 2004 to May 2008
Registered Representative at Morgan Stanley Smith Barney in January 2001 to January 2004
Retirement Specialist at Amegy Bank in January 1999 to January 2001
Registered Client Service Associate at Invesco US in January 1995 to January 1999
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University of Houston, C.T. Bauer College of Business, Bachelor of Business Administration (BBA), November 1993 to November 1995
The University of Texas at Arlington, Associate's degree, November 1991 to November 1993
J Frank Dobie, Advanced Placement, November 1987 to November 1991
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Analytical Skills
Teamwork
Retirement Planning
Series 7
Wealth Management
Uniform Combined State Law
Series 63
Microsoft Office
Strategic Financial Planning
Estate Planning
Asset Allocation
Mutual Funds
Investment Advisory
Securities
401k
Series 65
Financial Planning
Retirement
Financial Services
Finance
Investments
Financial Advisory
Life Insurance
Insurance
Fixed Annuities
Portfolio Management
Investment Strategies
Leadership
Sales
Asset Management
Risk Management
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Discover more about Fidelity InvestmentsWhat is Shelli Perseval email address?
Email Shelli Perseval at [email protected], [email protected] and [email protected]. This email is the most updated Shelli Perseval's email found in 2026.
How to contact Shelli Perseval?
To contact Shelli Perseval send an email to [email protected], [email protected] or [email protected]. (updated on February 16, 2025)
What company does Shelli Perseval work for?
Shelli Perseval works for Fidelity Investments
What is Shelli Perseval's role at Fidelity Investments?
Shelli Perseval is Sr Wealth Management Services
What is Shelli Perseval's Phone Number?
Shelli Perseval's phone +44 ** **** *167
What industry does Shelli Perseval work in?
Shelli Perseval works in the Financial Services industry.
Shelli Perseval Email Addresses
Shelli Perseval Phone Numbers
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