William Sergio Email and Phone Number
William Sergio work email
- Valid
William Sergio personal email
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
Skylight Financial Group
View- Website:
- skylightfinancialgroup.com
- Employees:
- 190
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Financial Services ProfessionalSkylight Financial Group Jun 2020 - PresentDublin, Ohio, United States -
InternSkylight Financial Group May 2019 - Jun 2020Toledo, Ohio Area -
Bgsu College Of Business Peer LeaderBowling Green State University Apr 2017 - Jan 2018Bowling Green, OhThe 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.
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Bgsu Learning AssistantBowling Green State University Jan 2017 - Dec 2017Bowling Green, OhThe 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
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Finance, General -
Saint Charles Preparatory School
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.
Not the William Sergio you were looking for?
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William Sergio
Central Islip, Ny -
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william lewis
Charlotte, Nc
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