Rasheem Banks, Cfp® Email and Phone Number
Rasheem Banks, Cfp® work email
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Rasheem Banks, Cfp® personal email
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Rasheem Banks, Cfp® phone numbers
As a Certified Financial Planner™ and after holding various roles in the Financial Services Industry, I am committed to partnering with clients to help them clarify, obtain, and understand their specific financial goals.Licensing/Designations:I hold the CFP®, Series 7, 63, and 66; I also hold the life/health insurance license for California.
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Financial AdvisorSan Luis Wealth Advisors Mar 2024 - PresentSan Luis Obispo, California, Us
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Financial ConsultantFidelity Investments Dec 2016 - Mar 2024Boston, Ma, Us -
Investments ConsultantFidelity Investments Apr 2015 - Dec 2016Boston, Ma, Us
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Relationship ManagerFidelity Investments Oct 2013 - Apr 2015Boston, Ma, Us
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Financial RepresentativeFidelity Investments Jun 2012 - Oct 2013Boston, Ma, Us
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Defined Contribution Representative IiFidelity Investments May 2011 - Jun 2012Boston, Ma, Us
Rasheem Banks, Cfp® Skills
Rasheem Banks, Cfp® Education Details
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University Of Connecticut School Of BusinessFinance
Frequently Asked Questions about Rasheem Banks, Cfp®
What company does Rasheem Banks, Cfp® work for?
Rasheem Banks, Cfp® works for San Luis Wealth Advisors
What is Rasheem Banks, Cfp®'s role at the current company?
Rasheem Banks, Cfp®'s current role is Financial Advisor at San Luis Wealth Advisors.
What is Rasheem Banks, Cfp®'s email address?
Rasheem Banks, Cfp®'s email address is ra****@****ail.com
What is Rasheem Banks, Cfp®'s direct phone number?
Rasheem Banks, Cfp®'s direct phone number is +120324*****
What schools did Rasheem Banks, Cfp® attend?
Rasheem Banks, Cfp® attended University Of Connecticut School Of Business.
What are some of Rasheem Banks, Cfp®'s interests?
Rasheem Banks, Cfp® has interest in Football, Skiing, Baseball, Basketball, Finance, Half Marathons, Fishing.
What skills is Rasheem Banks, Cfp® known for?
Rasheem Banks, Cfp® has skills like Series 63, Series 7, Series 66, Life Insurance.
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