Alex Holtmeier
- Role
- Financial Advisor at Raymond James
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Alex Holtmeier
Alex Holtmeier has worked with Raymond James & Associates as a Financial Advisor since…
Experience
Financial Advisor
Sep 2010 — Present
Alex Holtmeier has worked with Raymond James & Associates as a Financial Advisor since 2010. Alex\'s career at Raymond James began with a focus on the design, implementation and management of corporate sponsored retirement plans for small and mid-size businesses in the Greater Cincinnati Area. In addition to the expertise he brings to our corporate relationships, Alex is an invaluable resource to the group\'s operations of its individual wealth management business; specifically concentrating on portfolio allocation and design and longevity planning. In 2011, Alex earned his Series 7 and 66 registrations, and his license as a provider of variable annuities, and life, accident and health insurance. Alex is a graduate of the University of Cincinnati where he earned a Bachelor’s Degree in Finance and International Business.
Skills
- Fixed Annuities
- Investment Strategies
- Insurance
- Securities
- Retirement Planning
- Strategic Financial Planning
- Risk Management
- Financial Advisory
- Asset Managment
- Mutual Funds
- Retirement
- Investments
- Wealth Management
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