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Avion J
Series 66
Durham, NC
Fidelity
Avion Jenkins is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Mariner Finance and has experience in various roles outside finance, including at Liberty University and Southern Sugar Bakery. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment entities.
Michalene O
Series 63, Series 66
Durham, NC
Fidelity
Michalene Olson is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios with oversight controls that address conflicts of interest.
Devan W
Series 66
Durham, NC
Fidelity
Devan Woodward is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, Woodward has held various roles across multiple industries, including medical diagnostics and food service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.
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