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Juliann V

Series 63, Series 66

Arlington, TX

Fidelity

Juliann Vidaurri is a financial advisor with Fidelity in Arlington, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive capabilities in commodity pool operations and application of AI-driven methodologies.

Charitable giving & philanthropy Active portfolio management
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Randal M

Series 63, Series 66

Arlington, TX

Fidelity

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Wealth management Active portfolio management
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