Tracy Pesl

Tracy Pesl

Case Manager

Tracy manages the new business process for clients of Reb Bortz, Patrick Bortz, Scott Woodin, Jose Castillo and Robert Ryan.

Tracy has over 20 years of experience in the financial services industry. Prior to Equitable, she worked at Aetna/ING, Wachovia/Prudential and Mass Mutual in client service and new business.

In addition to FINRA Series 6, 7, 63 and 65 registrations, Tracy maintains her Life, Health and Variable Insurance licenses and is a Wisconsin Notary. She has also obtained the Accredited Wealth Management Advisor designation from the College of Financial Planning.

 

 

Tracy Pesl is registered with Equitable Advisors 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 Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Phone 262-522-8475
Fax 262-522-8455