Whitney Ibarra

Whitney Ibarra is a Financial Consultant at Fidelity Investments with a strong background in the financial services industry.12 She has been working in the field for approximately 13 years, demonstrating significant experience in her role.2

Professional Qualifications

Whitney holds several important certifications that are crucial for her position:

• Series 7 license
• Series 63 license
• Series 65 license
• Life and Health Insurance license1

Additionally, she is currently preparing for her Certified Financial Planner (CFP) certification, which indicates her commitment to professional development and expanding her expertise in financial planning.1

Career History

Before joining Fidelity Investments, Whitney worked at J.P. Morgan, where she held positions including Investment Professional. This diverse experience in major financial institutions has likely contributed to her comprehensive understanding of the industry.

Current Role

As a Financial Consultant at Fidelity Investments, Whitney is associated with Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors.2 She is based in Orland Park, Illinois, working out of the office located at 15105 S. Lagrange Road.34

Education

Whitney Ibarra attended Purdue University, which has likely provided a strong foundation for her career in finance.1

Whitney's extensive experience, professional certifications, and ongoing pursuit of additional qualifications demonstrate her dedication to her role as a Financial Consultant and her commitment to providing expert financial advice to her clients.