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Bartosz Jusinski , CFP®

Bartosz Jusinski , CFP®

Business Banking Specialist

Followers of Bartosz Jusinski , CFP®572 followers
location of Bartosz Jusinski , CFP®Dallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Vice President, Executive Planning Consultant

  • Education

    • Ashford University

      2008 - 2009
      Business Management

    • University of California, Davis

      2002 - 2005
      Economics

  • Experience

    • Wells Fargo

      Mar 2004 - Apr 2007
      Business Banking Specialist

    • Fidelity Investments

      Apr 2007 - now

      • Vice President, Executive Planning Consultant

        Mar 2018 - now

      • Regional Planning Consultant

        Jul 2015 - Mar 2018

      • Financial Consultant

        Apr 2007 - Jul 2015

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Jan 2012

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Series 66

      FINRA (Financial Industry Regulatory Authority)