Carlos Fuentes

Client Services Representative

Carlos is a client services representative at 1st Global, where he serves as a first point of contact to assist financial advisors, assistants and clients with various issues regarding their accounts and day-to-day operations. He began his career at 1st Global in 2018 and enjoys being able to partner with advisors to help their clients achieve their financial goals.

Prior to joining 1st Global, Carlos gained 18 years of valuable financial services experience at Fidelity Investments where he held varies roles in operations and client support. He has passed his FINRA Series 7, 63 and 66 exams.