Kelly Carpenter, CFP®, is currently the V.P. Regional Planning Consultant at Fidelity Investments. Previously, Kelly held various roles within Fidelity, including Managed Solutions Consultant and Client Management Representative. Prior experience includes serving as a Brokerage Operations Associate at First Command Financial Services from 2012 to 2015. Kelly earned a Bachelor of Arts in Political Science from the University of North Texas in 2014 and holds several financial licenses, including FINRA Series 7, 9/10, 63, and 66.
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