Alex Assaley Email & Phone Number
Principal, Lead Adviser - Retirement Plans @ AFS 401(k) Retirement Services, LLC
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Alex Assaley Location
- Bethesda, MD, US
Alex Assaley Work
- 2005 -now Principal, Lead Adviser - Retirement Plans @
- 2005 -2005 Financial Representative Intern Program @
Alex Assaley Education
- The Center for Fiduciary Studies 2008-2008
- West Virginia University
Bachelors (Economics)
2000-2005
Alex Assaley Skills
- 401k
- Retirement Plan Consulting
- ERISA
- Retirement Planning
- Investment Management
- Retirement
- Defined Benefit
- Investments
- Strategic Financial Planning
- Pensions
- Series 63
- Series 6
- FINRA
- Fiduciary Management
- Oversight
Alex Assaley Summary
- Alex Assaley, based in Bethesda, MD, US, is currently a Principal, Lead Adviser - Retirement Plans at AFS 401(k) Retirement Services, LLC. Alex Assaley brings experience from previous roles at Northwestern Mutual. Alex Assaley holds a 2008 - 2008 The Center for Fiduciary Studies. With a robust skill set that includes 401k, Retirement Plan Consulting, ERISA, Retirement Planning, Investment Management and more. Alex Assaley has 1 emails and 2 mobile phone numbers on RocketReach.
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