Paul Muzzey (CRD# 2121032) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 33 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Services Of America, Inc. | Milwaukee, WI | Dec 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- AZ
- CA
- CO
- CT
- FL
- IL
- IA
- LA
- MI
- MN
- MO
- NC
- TX
- VA
- WI
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Total Assets Under Management1,035MILLIONS
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Total Number of Accounts870ACCOUNTS
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Average Account Value$1,189,220
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, MO, NC, NY, OH, TX, VA, WA, WI
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