Alexander Potenza (CRD# 7588825) is an Investment Advisor Representative working at Skyview Financial Group, LLC in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skyview Financial Group, LLC | Ponte Vedra Beach, FL | Jun 2022 - Current | 1 |
| Stride Inc. | Jacksonville, FL | Aug 2021 - Current | 2 |
| Prosperity Training | Jacksonville, FL | Dec 2020 - Aug 2021 | < 1 |
| Unemployed | Jacksonville, FL | Aug 2020 - Dec 2020 | < 1 |
| Enerbank | Salt Lake City, UT | Jan 2019 - Aug 2020 | 1 |
| World Media Interactive | Miami, FL | Apr 2018 - Dec 2019 | 1 |
| Nextlevel Sem | Fort Lauderdale, FL | Jun 2016 - Apr 2018 | 1 |
| Florida Atlantic University | Boca Raton, FL | Jun 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
- NY
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$936,364
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, NJ, NY, TX
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