Learning Stage | 5 Money Musts
ALICIA MAY is a VP workplace regional leader at Fidelity, with more than 18 years with the company. She was previously a workplace financial consultant for Fidelity’s tax-exempt market. May promotes financial wellness for plan participants through leading a team of workplace financial consultants. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, May holds a bachelor’s degree in finance from Southeastern Oklahoma State University. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
