Broker Check
Alex Lauretti, CPFA

Alex Lauretti, CPFA

Retirement Solutions Analyst

  • Works mainly on business data analysis projects, assists the team in optimizing its operational procedures, and develops process automations department-wide.
  • Serves as a resource to advisors and service provider partners
  • Holds a degree from Colgate University
  • Holds FINRA Series 7 and 66 securities registrations along with Certified Plan Fiduciary Advisor (CPFA) designation