James R Zgliniec

Financial Consultant I

James R Zgliniec is a high-level expert, working in Fidelity Investments main office of which is in 499. on the position of Financial Consultant I from 2019. James R Zgliniec has earned professional experience in more than four positions at various companies. James R Zgliniec went to the College For Financial Planning and was studying there from 2014. Los Angeles, California is the area, where the professional was known to be living. The professional's e-mail and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Jaymes Zgliniec, Jaimes Zgliniec, Jim Zgliniec, Jimmy Zgliniec, Jimmie Zgliniec, Jamie Zgliniec, Jem Zgliniec
Last updated Apr 29, 2024

Contact Information

Last Update
Jul 11, 2022
Email
ja**@fidelity.com, jz**@leonrousso.com
Location
Los Angeles, CA

Workplace

Fidelity Investments
Financial Consultant I

Boston, MA

Industry

Financial Services

Work History

Financial Consultant I

245 Summer St, Boston, MA 02210
from Aug 2019

Investment Advisor Representative

Lra
Apr 2012 — Feb 2017

Relationship Manager

245 Summer St, Boston, MA 02210
The Relationship Manager is an essential member of the branch team responsible for identifying new areas of opportunity to retain & grow Fidelity assets, and deepening client relationships. ...
from Feb 2017

Financial Planner

Sep 2011 — Apr 2012

Occupations

Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Advisor
Representative
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper

Skills

Investments
Insurance
Retirement Planning
Wealth Management
Financial Planning
Para Planner
Series 7 and 66 Registrations

FAQs about James R Zgliniec

What is the main profession of James R Zgliniec?

The expert is a Financial Consultant I.

What are the main profession of The professional?

These person's professions are Financial Broker and Financial Consultant

Where does James R Zgliniec currently live?

The professional lives in Los Angeles, California.

Does the professional have the email address?

ja**@fidelity.com and jz**@leonrousso.com is The expert's email address.

How many companies did James R Zgliniec work at?

The professional worked at four jobs.

Where has James R Zgliniec studied?

James studied at the College For Financial Planning from 2014.

Are there any special industries James R Zgliniec is connected to?

This person works in Financial Services industry.

What are special skills of James R Zgliniec?

James R Zgliniec has such skills as Investments, Insurance, Retirement Planning, Wealth Management, Financial Planning, Para Planner, and Series 7 and 66 Registrations.
Login