Alex Wight, Aif® work email
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Alex Wight, Aif® personal email
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As a Financial Planner my goal is to create simple solutions to complex and constantly changing questions. Together we will develop, implement, and monitor a strategy customized to your situation. My experience in Financial Planning as well as Property & Casualty insurance through Wilgus Insurance Agency Inc. will help prepare you for both the expected and unexpected. We want to protect you, your family, and business, by creating a sound plan you can feel comfortable with.
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Registered RepresentativeHeights Financial Group Oct 2019 - Present1203 Pemberton Dr. Salisbury Md 21801We believe in providing investment products and services that address our clients' complex needs. But our objective is simple: To provide you with appropriate, creative solutions to a lifetime of financial concerns and to have each individual solution fit comfortably into your needs, risk tolerance, investment objectives and time horizon. Our methodology is plan first, invest second. A sound financial plan coupled with effective risk managed investments are the keys to accomplishing our clients' goals and objectives.Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. -
Co-OwnerThe Shore Solution Feb 2017 - PresentSalisbury MarylandThe Shore Solution is a real estate investment holding company on the Eastern shore of Maryland and Delaware. -
Operations ManagerWilgus Insurance Agency Inc, Dec 2017 - Jul 2022Salisbury, Maryland -
Registered Investment AdvisorNationwide Financial Dec 2017 - Sep 2019Salisbury, Maryland, United States -
TreasurerWicomico County Ducks Unlimited Jan 2016 - Jan 2018Wicomico County
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General ManagerAtlantic Pawn Jan 2015 - Dec 201710975 State St. Delmar De 19940
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Registered RepCetera Advisor Networks Llc Jan 2015 - Dec 2017 -
Registered Investment AdviserNationwide Financial Jan 2013 - Jan 20151203 Pemberton Dr. Salisbury, Maryland 21801
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Insurance AgentWilgus Insurance Agency Inc - Nationwide Insurance Jan 2013 - Jan 2015Salisbury, Maryland
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Registered RepresentativeIng Financial Partners Jul 2012 - Dec 2012Greater Philadelphia Area -
InternWalnut Street Securities Nov 2011 - Jul 2012Haddon Heights Nj- Analyzed IRA portfolios to evaluate past performance and seek out any outliers in current funds used.- Participated in meetings with financial vendors to gain knowledge of currently available products.- Received and addressed client concerns
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InternMerrill Lynch Sep 2011 - Nov 2011- Analyzed current 401K portfolios to evaluate performance on funds using Morningstar and MarketWatch reports to verify positive performance.
Alex Wight, Aif® Skills
Alex Wight, Aif® Education Details
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Finance
Frequently Asked Questions about Alex Wight, Aif®
What company does Alex Wight, Aif® work for?
Alex Wight, Aif® works for Heights Financial Group
What is Alex Wight, Aif®'s role at the current company?
Alex Wight, Aif®'s current role is Investment Advisor.
What is Alex Wight, Aif®'s email address?
Alex Wight, Aif®'s email address is aw****@****ail.com
What schools did Alex Wight, Aif® attend?
Alex Wight, Aif® attended Salisbury University.
What skills is Alex Wight, Aif® known for?
Alex Wight, Aif® has skills like Financial Planning, Public Speaking, Series 7, Life And Health Insurance Licenses, Series 66, Series 63, Strategic Financial Planning, Property And Casualty Insurance, Retirement Planning, 401k Rollovers, Uniform Combined State Law, Portfolio Management.
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