James Cossette
Financial Representative at Fidelity Investments
Based in New York, United States
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Seniority
Staff
Department
Sales & Business Development
Location
New York
Industry
Financial Services
Company size
84K
Contact information
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j•••••••@fidelity.com
Phone
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Background
About James Cossette
University of Connecticut School of Business graduate. I currently hold my Bachelor's degree in Finance with a minor in Economics. I hold the SIE, Series 7 and 66 and NY Life Accident and Health licenses and have excellent critical thinking, teamwork, relationship building, financial planning and interpersonal communication skills. I have a passion for helping people achieve their financial goals and building and growing meaningful relationships with my clients. I am currently studying for my CFP certification to improve my ability to do so. I look forward to continuing my career in wealth management and ensuring that I'm always acting in my clients' best interest and helping them achieve their goals.
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