Fidelity One-on-Ones - New Financial Consultant Added!

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UA has a new Fidelity Financial Consultant - Zachary Barkin! 

Barkin has been with Fidelity for three years and promotes financial wellness through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Barkin holds a bachelor’s degree in finance from the University of North Texas and a master’s degree in personal financial planning from Texas Tech 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.

Barkin joins Cody Maschmeier and Dan Kline to provide free one-on-one consulting to UA employees. Click on the appointment scheduler direct link to schedule a consultation. Please note that these consultations do fill up quickly. If there are not any remaining consultations on the appointment scheduler, or these times/dates do not work, please call 1-800-642-7131 to schedule an appointment.

Emailed via benefits newsletter on 9/3/2024, 9/10/2024.
Contact Benefits: (907) 450-8242  |
ua-benefits@alaska.edu | schedule one-on-one time