Alex Steele
Regional Vice President - Relationship Management, Principal Securities Registered Representative
- Role
- Regional Vice President - Relationship Management at Principal Financial Group
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Alex Steele
As a retirement plan service professional for Principal®, I work closely with plan sponsors and financial professionals in the New York Metro region to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP. Business-Building / Advisor Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysis You’re welcome to contact me at S••••••••@principal.com and thank you for visiting my LinkedIn page. Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc, 80••••••37,member SIPC and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Alex Steele is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Experience
Regional Vice President - Relationship Management
Mar 2024 — Present · New York, NY, US
Skills
- Pension Plans
- Series 6, 7, 63 and 24 Registrations
- 401k
- Retirement Planning
- Defined Benefit Plans
- Deferred Compensation Plans
- Iras
- Retirement
- Leadership
- Financial Services
- 403b
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