Wajma Rasoul, MBA

Private Wealth Strategist at Crescent Wealth Advisory
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, Georgia, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 66 - Investment Advisor Representative
    FINRA
    Dec, 2013
    - Nov, 2024
  • Series 7 - Registered Representative
    FINRA
    Dec, 2013
    - Nov, 2024

Experience

  • Crescent Wealth Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Strategist
      • Jul 2018 - Present

      Crescent Wealth Advisory is an SEC-registered investment advisor created with the specific objective of providing distinctive asset management services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions of a singular quality. Crescent Wealth Advisory is an SEC-registered investment advisor created with the specific objective of providing distinctive asset management services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions of a singular quality.

  • Regimen Wealth, An Ameriprise Private Wealth Advisory Practice
    • Financial Planner
      • Jul 2016 - Apr 2017

  • Goldman Sachs Ayco Personal Financial Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Oct 2014 - May 2016

  • Regimen Wealth, An Ameriprise Private Wealth Advisory Practice
    • Paraplanner
      • Sep 2012 - Aug 2014

  • TrueWealth, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Administrator
      • Apr 2011 - Aug 2012

    • Client Service Associate/Support Advisor
      • Jul 2005 - May 2011

Education

  • Georgia State University - J. Mack Robinson College of Business
    MBA, Personal Financial Planning
    2007 - 2010
  • University of Georgia - Terry College of Business
    BBA, General Business
    2000 - 2003

Community

You need to have a working account to view this content. Click here to join now