Verified recordFinancial Services

Kayley Coyle

Financial Consultant at Fidelity Investments

Based in Winston-Salem, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Winston-Salem

Industry

Financial Services

Company size

85K

Contact information

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Email

1 credit

k•••••••@fidelity.com

Phone

5 credits

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Background

About Kayley Coyle

With over seven years at Fidelity Investments, my expertise in financial services has grown significantly, starting as a Financial Representative and now excelling as an Investment Consultant. My core competencies lie in team leadership and forging strong client relationships, backed by a profound understanding of financial frameworks, as evidenced by my Series 7, 63, and 66 certifications. At Fidelity, our mission to empower clients aligns perfectly with my goal in working together on developing financial plans and build financial confidence for the future.

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