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Mayra H

Series 66

Saginaw, TX

Fidelity

Mayra Hernandez is an Executive Planning Consultant at Fidelity Investments, where she partners with clients to help them understand their company benefits and explore strategies supporting their financial objectives. She emphasizes building relationships based on trust to create plans aligned with each client's unique goals and vision for the future. Her experience at Fidelity Investments spans multiple roles since 2015, including positions as Executive Planning Consultant, Benefits Planning Consultant, and various Workplace Planning & Guidance Consultant levels. This progression reflects her continued growth and expertise in benefits and financial planning within the company's Executive Services division. Mayra holds a California Insurance License and engages in personal interests such as camping, family activities, fitness, social events with friends, hiking, and running.

Retirement plans for business owners (SEP, solo 401k) Income planning Retirement income strategy General retirement planning Executive
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