Edward M. Alt,  CFP<sup>&reg;</sup> - Financial Advisor

Edward M. Alt, CFP®

Managing Director

Advanced Wealth Solutions Group

245 East 93rd St, Apt 17-G
New York, NY 10128
(917) 526-2207

General

Edward Alt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Wealth Solutions Group in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY NJ CT MA CA FL
  • Health/disability insurance: NY NJ CT MA CA FL
  • Fixed annuities: NY NJ CT MA CA FL
  • Variable annuities: NY NJ CT MA CA FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Special Needs

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