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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Joseph Pirozzolo (CRD# 5368059) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 16 years of experience in the finance industry. Joseph Pirozzolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa Pugel (CRD# 2506156) is an Investment Advisor Representative working at Avantax Advisory Services in Oak Creek, WI and has over 29 years of experience in the finance industry.
Donald Savaglia (CRD# 3106269) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oak Creek, WI and has over 25 years of experience in the finance industry.
Crystal Sdano (CRD# 6725266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oak Creek, WI and has over 7 years of experience in the finance industry.
Elizabeth Stamatakos (CRD# 6450777) is an Investment Advisor Representative working at A To Z Financial Planning LLC in Oak Creek, WI and has over 9 years of experience in the finance industry. Elizabeth Stamatakos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Vandeloo (CRD# 4261140) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oak Creek, WI and has over 21 years of experience in the finance industry.
John Veal (CRD# 6434984) is an Investment Advisor Representative working at Pnc Investments in Oak Creek, WI and has over 9 years of experience in the finance industry.
Karl Weizenicker (CRD# 1777461) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oak Creek, WI and has over 34 years of experience in the finance industry.
Alejandro Zamora (CRD# 4957751) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 18 years of experience in the finance industry.
Gregory Britsch (CRD# 2364296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oak Creek, WI and has over 23 years of experience in the finance industry.