Alex Paltzer
Financial Planning Intern at Merit Financial Advisors- Claim this Profile
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Experience
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Merit Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Intern
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May 2023 - Present
Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. The financial consultants at Merit are registered representatives… Show more Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. The financial consultants at Merit are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: https://www.meritfinancialadvisors.com Show less Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. The financial consultants at Merit are registered representatives… Show more Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. The financial consultants at Merit are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: https://www.meritfinancialadvisors.com Show less
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Piggly Wiggly Midwest, LLC
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United States
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Retail Groceries
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100 - 200 Employee
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Order Selector
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Jun 2019 - Sep 2021
•Efficiently and Safely built 300+ item pallets to ship to stores with increased production during Covid •Experience in a fast-paced environment while being flexible and quickly able to adapt •Efficiently and Safely built 300+ item pallets to ship to stores with increased production during Covid •Experience in a fast-paced environment while being flexible and quickly able to adapt
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Education
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University of Wisconsin-Madison
Bachelor of Science - BS, Personal Finance