Alex Potter Email & Phone Number
President and Financial Planner @ Foundation Wealth Management
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Alex Potter Location
- Milford Charter Township, MI, US
Alex Potter Work
- 2025 -now President and Financial Planner @
- 2017 -2025 CERTIFIED FINANCIAL PLANNER™ @
- 2014 -2017 Financial Planner @
- 2012 -2014 Financial Professional @
Alex Potter Education
- Michigan State University
Bachelor of Science (BS) (Major: International/Global Studies Minor: Economics/Japanese)
2006-2011
Alex Potter Skills
- Hold Series 7
- Series 65
- Series 6
- Series 63
- Fixed Annuities
- Financial Analysis
- Microsoft Office
- Bilingual
- Entrepreneurship
- Life Insurance
- Public Speaking
- Retirement
- Personal Finance
- Asset Management
- International Economics
- Team Leadership
- Leadership
- Long Term Care Insurance
- Disability Insurance
- Variable Products
- Mutual Funds
- Estate Planning
- Life and Health Insurance Licenses
- Whole Life
- 401(k) Roll Overs
- IRA’s
- 529 Plans
- Asset Allocation
- Variable Annuities
- Business Succession Planning
- Registered Investment Advisor
- Financial Planning
- Retirement Planning
- Customer Service
- Series 7
- Business Succession
- Social Media
- Corporate Finance
- Insurance
- Registered Investment
- Investment Stategy
- IRAs
- Wealth Management Consulting
- Life And Health
- Finance
- Investment Advisory
- Financial Services
- Securities
- Microsoft Excel
- Marketing
- Finra Registered Representative Series 6 &Amp
- 401K Roll Overs
- Financial Reporting
- 401 Roll Overs
Alex Potter Summary
- Alex Potter, based in Milford Charter Township, MI, US, is currently a President and Financial Planner at Foundation Wealth Management. Alex Potter brings experience from previous roles at RWS Financial Group, MassMutual Financial Group and Prudential Financial. Alex Potter holds a 2006 - 2011 Bachelor of Science (BS) in Major: International/Global Studies Minor: Economics/Japanese @ Michigan State University. With a robust skill set that includes Hold Series 7, Series 65, Series 6, Series 63, Fixed Annuities and more. Alex Potter has 3 emails and 1 mobile phone numbers on RocketReach.
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