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James Strate, CFP®

James Strate, CFP®

Registered Representative

Followers of James Strate, CFP®514 followers
location of James Strate, CFP®Greater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Vice President, Financial Consultant at Fidelity Investments

  • Education

    • St. Cloud State University

      2003 - 2006
      Bachelor of Science (B.S.) Finance

  • Experience

    • Woodbury Financial Services

      May 2006 - Nov 2006
      Registered Representative

    • Ameriprise Financial Services Inc

      Nov 2006 - Oct 2013
      Financial Advisor

      Financial AdvisorCertified Financial Planner™

    • Fidelity Investments

      Oct 2013 - now

      • Vice President, Financial Consultant at Fidelity Investments

        Jan 2023 - now

      • Financial Consultant

        Oct 2013 - now

  • Licenses & Certifications

    • CFP®

      Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S