Joshua Soucy, a Managing Director with Fidelity investments, has more than 12 years with the company. He has previously worked at Fidelity as a financial advisor for individual and institutional clients, and now as a managing director, is responsible for strategic planning, consultative services, and ensuring the quality of Fidelity’s overall relationship with 401k plan sponsors. A registered securities representative and investment advisor representative, Joshua currently holds his series 6, 7, 63 and 66 licenses.
Create a Budget, Ditch Your Debt, and Start Building for the Future
1:10PM - 2:00PM and 2:10PM - 3:00PM
Create a Budget, Ditch Your Debt, and Start Building for the Future is designed to help employees recognize the importance of managing debt. We also cover steps for maintaining healthy financial fitness to help employees reach their future financial goals.