Raquel Forman (CRD# 7437570) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifespan Financial Strategies, Inc. | Plantation, FL | Dec 2020 - Current | 3 |
| Unemployed | Philadelphia, PA | Jul 2020 - Dec 2020 | < 1 |
| University Of Pennsylvania | Philadelphia, PA | Aug 2019 - Jul 2020 | < 1 |
| Unemployed | Philadelphia, PA | May 2019 - Aug 2019 | < 1 |
| Elizabeth Blau + Associates | Las Vegas, NV | Feb 2017 - May 2019 | 2 |
| Cornell University | Ithaca, NY | Aug 2014 - Jan 2017 | 2 |
| Avero | New York, NY | Jun 2016 - Jun 2016 | < 1 |
| Hilton | Mclean, VA | May 2015 - Aug 2015 | < 1 |
| The Culinary Institute Of America | Hyde Park, NY | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- FL
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts1,009ACCOUNTS
-
Average Account Value$260,383
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, NC, TN, TX
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