James Pati
Retirement Planning Specialist
- Role
- Financial Advisor at Wealthmax Financial Group
- Location
- Warwick, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Pati
I have demonstrated success advising clients on customized effective financial strategies…
Experience
Financial Advisor
Jun 2024 — Present · Warren, RI, US
Education
The American College of Financial Services
ChFC - in progress
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