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Fidelity - transfer
- To: "http://dummy.us.eu.org/FIDELITY.ROBERT" <http://dummy.us.eu.org/FIDELITY.ROBERT>
- Subject: Fidelity - transfer
- From: "AltyKosherbek.team - http://www.fmr.com/~AltyKosherbek.team" <http://dummy.us.eu.org/robert>
- Date: Thu, 23 Jan 2025 18:48:45 +0000
- Accept-language: en-US
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- Thread-topic: Fidelity - transfer
Sounds good, Robert. Let's meet sometime after to review the investment strategy there:
Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>
Thank you,
Alty Kosherbek
Financial Consultant
where-I-livempbell Investor Center
CA Insurance # 4301004
Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>
Fidelity Investments
851 East Hamilton Ave Suite 100
Campbell, CA 95008
Tel: 408.371.4611 ext 61083
Fax: 408.371.9157
Prashant Dholakia � Planning Consultant � 408.371.4611 ext 82428
Josh Richens � CRM scheduling appointments � 408.371.4611 ext 47294
IMC annual reviews � please contact Josh to schedule
Brokerage Services are provided through Fidelity Brokerage Services LLC,
and investment advisory services are provided through Fidelity Personal
and Workplace Advisors LLC., both Fidelity Investments Companies
Fidelity Brokerage Services LLC, Member NYSE and SIPC 900 Salem Street,
Smithfield, RI
02917<https://www.google.com/maps/search/900+Salem+Street,+Smithfield,+RI+02917?entry=gmail&source=g>
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Thanks.
I pushed forward the transfer. It says it will complete by Jan 28. This
is fine for me.