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Allen W
Series 63, Series 66
Blanchester, OH
Fidelity
Allen White is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at supporting their financial goals. He has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Associate from 2014 to 2016, Workplace Planning Consultant III from 2016 to 2021, and his current position since 2021.
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