William Sergio

William Sergio Email and Phone Number

Financial Advisor @ Skylight Financial Group
cleveland, ohio, united states
William Sergio's Location
Grove City, Ohio, United States, United States
William Sergio's Contact Details

William Sergio work email

William Sergio personal email

n/a
About William Sergio

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.I am licensed to sell insurance in the states of Ohio, Michigan, Florida, and Connecticut.I am registered to sell securities in the states of Ohio, Michigan, Connecticut, and Indiana.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 5455 Rings Road, Suite 125. Dublin OH. 43017. (614) 790 - 9800

William Sergio's Current Company Details
Skylight Financial Group

Skylight Financial Group

View
Financial Advisor
cleveland, ohio, united states
Employees:
190
William Sergio Work Experience Details
  • Skylight Financial Group
    Financial Services Professional
    Skylight Financial Group Jun 2020 - Present
    Dublin, Ohio, United States
  • Skylight Financial Group
    Intern
    Skylight Financial Group May 2019 - Jun 2020
    Toledo, Ohio Area
  • Bowling Green State University
    Bgsu College Of Business Peer Leader
    Bowling Green State University Apr 2017 - Jan 2018
    Bowling Green, Oh
    The BGSU Peer Leader Program is run by the College of Business. Peer Leaders are students that are hand selected by the College, and then given a list of about 16 incoming freshmen that will be attending the College of business. It was my job to direct 16 incoming freshmen to the resources they needed, such as how to schedule classes, fill out a housing application, or how to contact the Bursar office. I would also give them personal advice, such as what laptop to buy, or other questions they had about my experience as a freshman.
  • Bowling Green State University
    Bgsu Learning Assistant
    Bowling Green State University Jan 2017 - Dec 2017
    Bowling Green, Oh
    The Learning Assistant Program consisted of students chosen by BGSU to aid other students inside and outside of class. I was a Learning Assistant for a weather and climate class, and I would answer students questions, help them study for exams, and assist the professor with his duties, such as checking attendance.

William Sergio Education Details

Frequently Asked Questions about William Sergio

What company does William Sergio work for?

William Sergio works for Skylight Financial Group

What is William Sergio's role at the current company?

William Sergio's current role is Financial Advisor.

What is William Sergio's email address?

William Sergio's email address is ws****@****oup.com

What schools did William Sergio attend?

William Sergio attended Bowling Green State University, Saint Charles Preparatory School.

Who are William Sergio's colleagues?

William Sergio's colleagues are Lori Crouse, Brock Cheurco, Christina Wright, Richard Rudnicki, Annie Schwarz, Tom Gallagher, Alfred Nunning.

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