James Strate Email & Phone Number
Vice President, Financial Consultant at Fidelity Investments @ Fidelity Investments
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James Strate Location
- Saint Paul, MN, US
James Strate Work
- 2023 -now Vice President, Financial Consultant at Fidelity Investments @
- 2013 -now Financial Consultant @
- 2006 -2013 Financial Advisor @
- 2006 -2006 Registered Representative @
James Strate Education
- St. Cloud State University
Bachelor of Science (B.S.) (Finance)
2003-2006
James Strate Skills
- Mutual Funds
- Strategic Financial Planning
- Financial Planning
- Series 63
- Accounting
- Estate Planning
- Sales
- Insurance
- Retirement Planning
- Microsoft Excel
- Account Management
- Planning
- Saving for Education
- Series 7
- Finance
James Strate Summary
- James Strate, based in Saint Paul, MN, US, is currently a Vice President, Financial Consultant at Fidelity Investments at Fidelity Investments. James Strate brings experience from previous roles at Fidelity Investments, Ameriprise Financial Services Inc and Woodbury Financial Services. James Strate holds a 2003 - 2006 Bachelor of Science (B.S.) in Finance @ St. Cloud State University. With a robust skill set that includes Mutual Funds, Strategic Financial Planning, Financial Planning, Series 63, Accounting and more. James Strate has 5 emails and 3 mobile phone numbers on RocketReach.
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