Willie Racelis's Location
San Diego, CA, US
Willie Racelis's Work
- Registered Representative @ ProEquities, Inc.
- Registered Representative @ Foresters Equity Services, Inc.
- Financial Advisor @ Foresters Financial
- Financial Advisor @ Morgan Stanley
Willie Racelis's Education
- De La Salle University
Bachelor of Arts (B.A.) (Asian Studies/Civilization)
1970 - 1975 - San Diego State University-California State University
Willie Racelis's Skills
- Alternative Investments
- Estate Planning
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Investment Strategies
- Series 63
- Leadership
- Investments
- Wealth Management
Willie Racelis's Summary
Willie Racelis, based in San Diego, CA, US, is currently a Registered Representative at ProEquities, Inc., bringing experience from previous roles at Foresters Equity Services, Inc., Foresters and Morgan Stanley. Willie Racelis holds a 1970 - 1975 Bachelor of Arts (B.A.) in Asian Studies/Civilization @ De La Salle University. With a robust skill set that includes Alternative Investments, Estate Planning, Strategic Financial Planning, Financial Advisory, Portfolio Management and more, Willie Racelis contributes valuable insights to the industry.
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