Al Solowicz Email & Phone Number
Sales and Lease Advisor @ Bergstrom Automotive
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Al Solowicz Location
- Appleton, WI, US
Al Solowicz Work
- 2018 -now Sales and Lease Advisor @
- 2009 -2018 Advisor @ Asset, Wealth & Risk Management
- 2013 -2016 Advisor @ HCSC / BCBS
- 2005 -2009 Investment Advisor @ Clifton Gunderson Wealth Management
- 2001 -2005 Investment Advisor - Vice President @
- 1989 -2001 Investment Advisor @
Al Solowicz Education
- University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
- College for Financial Planning
CFP, AAMS, AWMA
Al Solowicz Skills
- Investments
- Retirement Planning
- IRAs
- Mutual Funds
- Wealth Management
- Investment Advisory
- Retirement
- Finance
- Estate Planning
- Financial Analysis
- Series 7
- Financial Planning
- 401k
- Asset Allocation
- Financial Advisory
- Strategic Financial Planning
- Management
- Customer Service
- Series 63
- Fixed Annuities
- Leadership
- Securities
- Portfolio Management
- Series 6
- Uniform Combined State Law
- Investment Strategies
- 401(k) Retirement Savings Plans
- Trading
- Financial Advisor, Financial Planning, Estate Planning, Tax Planning, Educational Planning, Retirement Planning, Financial Representative, Vice President, Product Knowledge, Services, Customer Portfolio, Risk Management, Wealth Management, Small Businesses, Series Licenses, Health License, Life License, Market Research, Qualified Plans, Nonqualified Plans, Business Ownership
Al Solowicz Summary
- Al Solowicz, based in Appleton, WI, US, is currently a Sales and Lease Advisor at Bergstrom Automotive. Al Solowicz brings experience from previous roles at Asset, Wealth & Risk Management, HCSC / BCBS, Clifton Gunderson Wealth Management and Wachovia Wealth Management, Inc.. Al Solowicz holds a Bachelor of Business Administration - BBA in Finance and Financial Management Services @ University of Wisconsin-Whitewater. With a robust skill set that includes Investments, Retirement Planning, IRAs, Mutual Funds, Wealth Management and more. Al Solowicz has 2 emails and 2 mobile phone numbers on RocketReach.
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Al Solowicz
Sales and Lease Advisor
Appleton, WI, US
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