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Bartosz Jusinski , CFP®

Bartosz jusinski , cfp®

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location of Bartosz Jusinski , CFP®Dallas-Fort Worth Metroplex
Phone number of Bartosz Jusinski , CFP®+91 xxxx xxxxx
Followers of Bartosz Jusinski , CFP®572 followers

  • Timeline

    Mar 2004 - Apr 2007

    Business Banking Specialist

    Wells Fargo
    Current Company
    Apr 2007 - now

    Vice President, Executive Planning Consultant

    Fidelity Investments

  • 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)