Josh Slusarczyk
Financial Advisor at Raymond James
- Role
- Financial Consultant at Fidelity Investments
- Location
- Brighton, MI, US
- LinkedIn followers
- 500 followers
About Josh Slusarczyk
I work with Individuals with a scope of Retirement planning, Insurance needs, Estate…
Experience
Financial Consultant
Jan 2022 — Present · Ann Arbor, MI, US
Develop financial plans customized to the needs of Fidelity’s mass affluent investors through a wide range of products and services-Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets-Utilize open architecture to provide a wide broad range of financial products and services-Provide a deep understanding of various investment products, and am able to educate customers on the values and differences of each.
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