Deep Enrich
Drew Tsokatos, CFP®
Financial Services
2000 followers
Los Angeles, California, United States
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About me
Vice President, Regional Planning Consultant at Fidelity Investments
Education
University of St. Francis
2005 - 2010Bachelor's degree PSYCHOLOGY
Experience
BMO Harris Bank
Aug 2003 - Aug 2006Financial Services
COUNTRY Financial®
Oct 2014 - Apr 2015Financial Representative
Fidelity Investments
Apr 2015 - nowVice President, Regional Planning Consultant
Jun 2021 - nowFinancial Consultant
Feb 2018 - Jun 2021Relationship Manager
May 2017 - Feb 2018Sr. High Net Worth Service Specialist
Mar 2016 - May 2017High Net Worth Associate
Apr 2015 - Mar 2016
Licenses & Certifications
.webp)
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 BoardDec 2017Series 9
Financial Industry Regulatory Authority (FINRA)Series 7
Financial Industry Regulatory Authority (FINRA)
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