Kedisha Fleming
Email: kedishafleming@yahoo.com
LinkedIn: http://www.linkedin.com/in/kedisha-fleming
I am passionate about helping people create clarity and gain peace of mind regarding their finances. I recently passed the CFP® exam and I am excited to begin working in a position that will allow me to apply the knowledge I've gained to impact the financial trajectories of individuals and families, especially those who belong to groups that have been historically underserved. I have experience in health insurance and tax preparation and hope to obtain a paraplanner or an associate financial advisor role.
Desired Position: Paraplanner, Client-Facing Financial Advisor
Preferred Business Channel: Fee-Only RIA, Hybrid RIA/BD, Hybrid RIA/Insurance
Location: Tampa, FL
Preferred Work Location: Remote, Hybrid
Compensation Preference: Salary (Fixed), Salary plus Bonus (Fixed and Variable), Hourly
Required Employer Benefits: None
Securities Licenses: None
Insurance Licenses: Life, Health
Designations: Financial Paraplanner Qualified Professional™ (FPQP®)
Education Level: Bachelor’s Degree
Years of Industry Experience: 3
Number of Existing Client Households: 0
Planning Software Experience: eMoney