Tracy Pesl

Tracy Pesl

Case Manager

Phone: 262-522-8475
Fax: 262-522-8455
E-mail:
 

Tracy monitors new business and financial planning cases in progress to ensure timely and accurate delivery to our clients. She works primarily with the clients of Reb Bortz, Patrick Bortz, Scott Woodin, Jose Castillo and Robert Ryan.

Tracy has more than 18 years of experience in the financial services industry. In addition to FINRA Series 6, 7, 63 and 65 registrations, Tracy maintains her Life, Health and Variable Insurance licenses and is a Notary. She has also obtained the Accredited Wealth Management Advisor designation from the College of Financial Planning.

 

 

Tracy Pesl is registered with AXA Advisors, LLC and provides administrative support services only.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Strategies, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.