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Samuel Alt Email & Phone Number
Financial Advisor
at
West Coast Wealth Strategies & Insurance Solutions
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
San Diego, California, United States
Who is Samuel Alt? Overview
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Quick answer
Samuel Alt is listed as Financial Advisor at West Coast Wealth Strategies & Insurance Solutions, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Samuel Alt.
Samuel Alt previously worked as Financial Advisor at Prudential Financial and Business Service Officer at Morgan Stanley. Samuel Alt holds Bachelor Of Arts - Ba from University Of Missouri-Columbia.
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Email format at West Coast Wealth Strategies & Insurance Solutions
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West Coast Wealth Strategies & Insurance Solutions
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Profile bio
About Samuel Alt
As a Financial Advisor I help individuals, couples, families and small businesses grow their assets for the long term. I take this mission very seriously and work closely with my clients to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternativestrategies to help protect your assets.
Current workplace
Samuel Alt's current company
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West Coast Wealth Strategies & Insurance Solutions
AeroLeads page
13 roles
Samuel Alt work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current- Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs
- Develops customized ideas and solutions for each client
- Specializes in helping clients meet their protection needs through a variety of insurance products
Jul 2024 - Present
Business Service Officer
Dec 2021 - Mar 2024
Business Service Manager
Oct 2021 - Jan 2022
Qualified Principal Supervisor
Jan 2021 - Oct 2021
General Securities Representative - Series 7 Licensed
Apr 2020 - Jan 2021
Oct 2017 - Jan 2021
Apr 2016 - Oct 2017
Jan 2016 - Jan 2020
Accounts Receivable Specialist
Successfully maintains an up to date billing systemManages invoices and payments for accountsPerforms account and bank reconciliationHandles and resolves any payment discrepanciesProcesses adjustments and refunds for customersBecame familiar with and uses QuickBooks to collect data and prepare monthly metricsWorks directly with CFO about outstanding debt.
Nov 2015 - Dec 2015
Account Coordinator
In 2001, Unlimited Prepay Distribution, Inc. (UPD) was born as a result of UPD CEO Ahmed Abusharbain’s vision to provide the best products and service in prepaid cellular service and prepaid refill PIN systems. Since 2001, we have grown from a staff of a handful of people to more than 30 individuals at our Saint Louis, MO corporate office.With a network of.
Jul 2014 - Nov 2015
Sales Representative
J.P. Bushnell
J.P. Bushnell Packing Supply Company has been in business since 1927. Bushnell has been one of the largest distributors for products such as hose, belts, pump packings and sheet packings in the midwest. We represent some of the largest manufacturers in the world. J.P. Bushnell is located at 3041 Locust Street, St. Louis, MO 63103.
May 2012 - May 2014
Field Sales Supervisor
TruGreen® is the nation's largest and most comprehensive provider of lawn services. Headquartered in Memphis, TN, we have more than 200 branches throughout the country. Although we are national in reach and reliability, we have a small company feel as our highly trained professionals live and work in the communities they serve.
Feb 2011 - Jun 2011
1 education record
Samuel Alt education
FAQ
Frequently asked questions about Samuel Alt
Quick answers generated from the profile data available on this page.
What company does Samuel Alt work for?
Samuel Alt works for West Coast Wealth Strategies & Insurance Solutions.
What is Samuel Alt's role at West Coast Wealth Strategies & Insurance Solutions?
Samuel Alt is listed as Financial Advisor at West Coast Wealth Strategies & Insurance Solutions.
Where is Samuel Alt based?
Samuel Alt is based in San Diego, California, United States while working with West Coast Wealth Strategies & Insurance Solutions.
What companies has Samuel Alt worked for?
Samuel Alt has worked for West Coast Wealth Strategies & Insurance Solutions, Prudential Financial, Morgan Stanley, Wells Fargo Advisors, and Prepcasts Llc.
How can I contact Samuel Alt?
You can use AeroLeads to view verified contact signals for Samuel Alt at West Coast Wealth Strategies & Insurance Solutions, including work email, phone, and LinkedIn data when available.
What schools did Samuel Alt attend?
Samuel Alt holds Bachelor Of Arts - Ba from University Of Missouri-Columbia.
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