Drew Tsokatos, CFP®

Drew Tsokatos, CFP®

Financial Services

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location of Drew Tsokatos, CFP®Los Angeles, California, United States

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  • Timeline

  • About me

    Vice President, Regional Planning Consultant at Fidelity Investments

  • Education

    • University of St. Francis

      2005 - 2010
      Bachelor's degree PSYCHOLOGY
  • Experience

    • BMO Harris Bank

      Aug 2003 - Aug 2006
      Financial Services
    • COUNTRY Financial®

      Oct 2014 - Apr 2015
      Financial Representative
    • Fidelity Investments

      Apr 2015 - now
      • Vice President, Regional Planning Consultant

        Jun 2021 - now
      • Financial Consultant

        Feb 2018 - Jun 2021
      • Relationship Manager

        May 2017 - Feb 2018
      • Sr. High Net Worth Service Specialist

        Mar 2016 - May 2017
      • High Net Worth Associate

        Apr 2015 - Mar 2016
  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
    • Series 6

      Financial Industry Regulatory Authority (FINRA)
    • Series 10

      Financial Industry Regulatory Authority (FINRA)
    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Dec 2017
    • Series 9

      Financial Industry Regulatory Authority (FINRA)
    • Series 7

      Financial Industry Regulatory Authority (FINRA)