James Strate
Vice President, Financial Consultant at Fidelity Investments
- Role
- Vice President, Financial Consultant at Fidelity Investments at Fidelity Investments
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Strate
Areas of Focus: Estate Planning Strategies Family Finances Retirement Planning…
Experience
Vice President, Financial Consultant at Fidelity Investments
Jan 2023 — Present · Minnetonka, MN, US
Education
St. Cloud State University
Bachelor of Science (B.S.)
2003 — 2006
Skills
- Retirement Planning
- Estate Planning
- Series 63
- Finance
- Mutual Funds
- Saving for Education
- Insurance
- Series 7
- Strategic Financial Planning
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