Jennifer Rath

Jennifer Rath Email and Phone Number

Financial Services Coordinator at Lumitas Wealth Strategies @ Lumitas Wealth Strategies
Jennifer Rath's Location
St Paul, Minnesota, United States, United States
Jennifer Rath's Contact Details

Jennifer Rath work email

Jennifer Rath personal email

n/a
About Jennifer Rath

I firmly believe the personality trait that helps me successfully perform my responsibilities at Lumitas Wealth Strategies is organization. As the financial services coordinator, my organizational skills are put to work every day in scheduling meetings, running reports for client meetings, administrating client requests, processing account service requisitions, as well as tracking licensing, continuing education, and compliance requirements. I bring the team and clients more than 20 years of experience in the financial services industry. I earned a bachelor’s degree from the University of Wisconsin-Stout in Menomonie and hold my Series 7 and Series 63 securities registrations through Commonwealth Financial Network®. Exploring new destinations is one of my passions, and some of my favorite spots include Scotland and Hawaii. Checking out the beauty of the Oregon coast and Washington State are on my list of must-see destinations. In addition to traveling, I enjoy camping with family, reading, cooking, and attending my son's various sports activities. Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Lumitas Wealth Strategies, 8147 Globe Drive, Suite 245, Woodbury, MN 551251, 651-204-8626. This communication is strictly intended for individuals residing in MN. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Jennifer Rath's Current Company Details
Lumitas Wealth Strategies

Lumitas Wealth Strategies

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Financial Services Coordinator at Lumitas Wealth Strategies
Jennifer Rath Work Experience Details
  • Lumitas Wealth Strategies
    Financial Services Coordinator
    Lumitas Wealth Strategies Nov 2022 - Present
    Woodbury, Mn
  • Harmon & Hartmon Financial Group Llc
    Financial Services Coordinator
    Harmon & Hartmon Financial Group Llc 2007 - 2022
  • Ubs
    Registered Sales Assistant
    Ubs 2000 - 2007

Jennifer Rath Skills

Financial Services Coordination Organization Sales

Jennifer Rath Education Details

Frequently Asked Questions about Jennifer Rath

What company does Jennifer Rath work for?

Jennifer Rath works for Lumitas Wealth Strategies

What is Jennifer Rath's role at the current company?

Jennifer Rath's current role is Financial Services Coordinator at Lumitas Wealth Strategies.

What is Jennifer Rath's email address?

Jennifer Rath's email address is je****@****oup.com

What schools did Jennifer Rath attend?

Jennifer Rath attended University Of Wisconsin-Stout.

What skills is Jennifer Rath known for?

Jennifer Rath has skills like Financial Services Coordination, Organization, Sales.

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