Rasheem Banks, Cfp®

Rasheem Banks, Cfp® Email and Phone Number

Financial Advisor at San Luis Wealth Advisors @ San Luis Wealth Advisors
Rasheem Banks, Cfp®'s Location
Greater Boston, United States, United States
Rasheem Banks, Cfp®'s Contact Details

Rasheem Banks, Cfp® personal email

Rasheem Banks, Cfp® phone numbers

About Rasheem Banks, Cfp®

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.

Rasheem Banks, Cfp®'s Current Company Details
San Luis Wealth Advisors

San Luis Wealth Advisors

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Financial Advisor at San Luis Wealth Advisors
Rasheem Banks, Cfp® Work Experience Details
  • San Luis Wealth Advisors
    Financial Advisor
    San Luis Wealth Advisors Mar 2024 - Present
    San Luis Obispo, California, Us
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Dec 2016 - Mar 2024
    Boston, Ma, Us
  • Fidelity Investments
    Investments Consultant
    Fidelity Investments Apr 2015 - Dec 2016
    Boston, Ma, Us
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Oct 2013 - Apr 2015
    Boston, Ma, Us
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jun 2012 - Oct 2013
    Boston, Ma, Us
  • Fidelity Investments
    Defined Contribution Representative Ii
    Fidelity Investments May 2011 - Jun 2012
    Boston, Ma, Us

Rasheem Banks, Cfp® Skills

Series 63 Series 7 Series 66 Life Insurance

Rasheem Banks, Cfp® Education Details

  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    Finance

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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