James J. Stossel
Financial Advisor at LPL Financial
- Role
- Financial Advisor at About
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About James J. Stossel
I help people undergoing change in their life. Changing jobs, getting ready to retire, going through a divorce, death of a loved one. Anybody undergoing change should update their financial plan. My job is to help families grow their wealth and to protect their assets from the unforeseen.Specialties: Individual financial plans and investments, retirement plans for businesses, and college financial aid solutions.
Experience
Financial Advisor
Jun 2020 — Present · Pittsburgh, PA, US
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.For a list of states in which I am registered to do business, please visit
Education
Duquesne University
MBA, Finance
1984 — 1988
University of Pittsburgh
B.S., Accounting
1977 — 1981
Skills
- Leadership
- Employee Benefits
- Wealth
- Sales
- Strategic Planning
- Disability Insurance
- Portfolio Management
- Estate Planning
- Retirement Planning
- Insurance
- Investments
- Financial Analysis
- Business Planning
- Small Business
- Life Insurance
- Finance
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