Neil Westerman

Neil Westerman Email and Phone Number

Client Services Associate at Summit Wealth Management Group (SWMG) @ Summit Wealth Management Group, Inc.
camarillo, california, united states
Neil Westerman's Location
Los Angeles Metropolitan Area, United States
Neil Westerman's Contact Details

Neil Westerman work email

Neil Westerman personal email

n/a
About Neil Westerman

Neil Westerman is a Client Services Associate at Summit Wealth Management Group (SWMG) at Summit Wealth Management Group, Inc..

Neil Westerman's Current Company Details
Summit Wealth Management Group, Inc.

Summit Wealth Management Group, Inc.

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Client Services Associate at Summit Wealth Management Group (SWMG)
camarillo, california, united states
Employees:
6
Neil Westerman Work Experience Details
  • Summit Wealth Management Group, Inc.
    Client Services Associate
    Summit Wealth Management Group, Inc. Apr 2024 - Present
    Camarillo, California, United States
    The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial.Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Merrill Edge
    Investment Consultant
    Merrill Edge Oct 2020 - Feb 2023
    Chandler, Arizona, United States
    High pressure call center environment for assisting Merrill Edge self directed investment clientele.Assist Merrill’s self directed clients with trades, asset consolidation, servicing needs and technical support.Out bound calling to generate new business and ensure satisfaction from existing clients
    View
  • Merrill Edge
    Financial Solutions Advisor
    Merrill Edge Aug 2016 - Oct 2020
    Thousand Oaks, California, United States
    Dual Role offering advice and guidance to assist clients in achieving their financial goals utilizing Merrill investment products and Bank of America banking solutions in a retail Bank Branch setting.Referred clients to Mortgage Loan Officer and / or Small Business Specialist, as appropriate, following needs based analysis with clients.
    View
  • Lincoln Financial Advisors
    Junior Financial Planner
    Lincoln Financial Advisors Apr 2012 - Jul 2016
    Westlake Village, Ca
    View
  • Lincoln Financial Advisors
    Financial Planner Assistant
    Lincoln Financial Advisors Oct 2005 - Dec 2010
    Portland, Oregon
    View
  • Coldwell Banker Residential Brokerage
    Realtor
    Coldwell Banker Residential Brokerage Mar 2002 - Oct 2003
    Sudbury, Ma
    View
  • Chiswick Trading (Now Staples Industrial)
    Account Executive
    Chiswick Trading (Now Staples Industrial) Feb 1994 - Nov 2001
    Sudbury, Ma
  • Eagle Star Insurance Co
    Senior Pension Administrator
    Eagle Star Insurance Co Jun 1980 - Nov 1991
    Cheltenham, England

Neil Westerman Education Details

  • Gloucester College Of Arts & Technology (Gloscat), England
    Gloucester College Of Arts & Technology (Gloscat), England
    Business Studies
  • Finra
    Finra
    Series 7 & 66

Frequently Asked Questions about Neil Westerman

What company does Neil Westerman work for?

Neil Westerman works for Summit Wealth Management Group, Inc.

What is Neil Westerman's role at the current company?

Neil Westerman's current role is Client Services Associate at Summit Wealth Management Group (SWMG).

What is Neil Westerman's email address?

Neil Westerman's email address is ne****@****lfg.com

What schools did Neil Westerman attend?

Neil Westerman attended Gloucester College Of Arts & Technology (Gloscat), England, Finra.

What are some of Neil Westerman's interests?

Neil Westerman has interest in Oregon And Ventura, Oregon And Currently In Ventura.

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