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Alex Eljdid Email & Phone Number

Executive Vice President and Senior Financial Advisor CFP® at Seventy2 Capital Wealth Management
Location: New York City Metropolitan Area, United States, United States 4 work roles 2 schools
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Role
Executive Vice President and Senior Financial Advisor CFP®
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Alex Eljdid? Overview

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Quick answer

Alex Eljdid is listed as Executive Vice President and Senior Financial Advisor CFP® at Seventy2 Capital Wealth Management, a company with 97 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Alex Eljdid.

Alex Eljdid previously worked as Executive Vice President & Senior Financial Advisor CFP® at Seventy2 Capital Wealth Management and Financial Advisor at Wells Fargo Advisors. Alex Eljdid holds Bachelor Of Science from Niagara University.

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Email format at Seventy2 Capital Wealth Management

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Seventy2 Capital Wealth Management

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Profile bio

About Alex Eljdid

As a Seventy2 Capital Senior Financial Advisor & CFP® practitioner, I enjoy the opportunity to work with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to preserve the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.I feel that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.This information is intended for use only by residents of CA, CT, DE, FL, GA, IL, IN, KS, MD, NC, NJ, NY, PA, SC, TN, TX, VA.Please contact me by e-mail alex.eljdid@seventy2capital.com or by Work Phone 732-924-5325. I cannot respond to messages through LinkedIn.Wells Fargo Advisors331 Newman Springs RdBuilding 3, 3rd FloorRed Bank, NJ 07701/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

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Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management
Executive Vice President and Senior Financial Advisor CFP®
New York, NY, US
Employees
97
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4 roles

Alex Eljdid work experience

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Financial Advisor

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company

Aug 2014 - Mar 2024

Financial Advisor

Manasquan, NJ

Jul 2010 - Aug 2014
Team & coworkers

Colleagues at Seventy2 Capital Wealth Management

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2 education records

Alex Eljdid education

Bachelor Of Science

Niagara University

Activities and Societies: United States Army ROTCGraduated Magna Cum Laude, Phi Kappa Delta International Honor Society

Education record

High Point Regional High School
FAQ

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What company does Alex Eljdid work for?

Alex Eljdid works for Seventy2 Capital Wealth Management.

What is Alex Eljdid's role at Seventy2 Capital Wealth Management?

Alex Eljdid is listed as Executive Vice President and Senior Financial Advisor CFP® at Seventy2 Capital Wealth Management.

Where is Alex Eljdid based?

Alex Eljdid is based in New York City Metropolitan Area, United States, United States while working with Seventy2 Capital Wealth Management.

What companies has Alex Eljdid worked for?

Alex Eljdid has worked for Seventy2 Capital Wealth Management, Wells Fargo Advisors, and Edward Jones.

Who are Alex Eljdid's colleagues at Seventy2 Capital Wealth Management?

Alex Eljdid's colleagues at Seventy2 Capital Wealth Management include Kyle Hublitz, Cpwa®, Csric®, Kevin Toohill, Sophia Fritsch, Max Freelander, Ii, and Scott Mclaughlin.

How can I contact Alex Eljdid?

You can use AeroLeads to view verified contact signals for Alex Eljdid at Seventy2 Capital Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Alex Eljdid attend?

Alex Eljdid holds Bachelor Of Science from Niagara University.

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