Avery Love
Financial Advisor at Stonegate Financial
Based in United States
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Seniority
Staff
Department
Finance & Accounting
Location
United States
Industry
Investment Management
Company size
9
Contact information
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a•••••••@sgfnc.com
Phone
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Background
About Avery Love
As a Customer Relationship Advocate at Fidelity Investments, I provide financial support to clients across the country. I have passed the SIE, Series 7, and Series 63 exams and obtained the license to trade securities on behalf of Fidelity and its customers. I also have over two years of experience in retail sales and marketing, working as a Retail Sales Specialist at Monkee's of Chapel Hill. I am currently pursuing a Bachelor of Science in Business Administration from the UNC Kenan-Flagler Business School, where I am learning the fundamentals of accounting, finance, economics, management, and marketing. I am proficient in Spanish, and have a passion for creating a positive impact in creative ways.
Decision-makers
Other people at Stonegate Financial
- BWManager
Becky Wiles
Office Manager · Operations
- LMStaff
Landon Mundell
Client Service Associate · Customer/Client Service
- TSStaff
Trey Stilley
Financial Advisor · Finance & Accounting
- TSManager
Trey Stilley
Wealth Advisor · Finance & Accounting
- TWOther
Terry Wiles
President, Stonegate Financial and Branch Manager, Rjfs · Other
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