Robert Wakely is currently the Director of Compliance at Fidelity Investments, bringing over 20 years of award-winning industry experience in sales, operations, compliance, and management. Previously, they served as a Branch Service Manager and Senior Compliance Advisor at Fidelity Investments and as a Group Compliance and Operations Manager at Charles Schwab. Additionally, they held the position of Financial Center Manager at Citibank for a brief period. Robert is licensed with Series 7, 8, 63, 66, and life insurance, and formerly held Series 24 and Series 31 licenses.
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