Timothy M. Stasinoulias
Owner,financial Advisor, Investment Manager, and Retirement Professional @Aegis Wealth Advisors, Llc
Milwaukee, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2005 — Present
Owner,financial Advisor, Investment Manager, and Retirement Professional @Aegis Wealth Advisors, Llc
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Milwaukee, WI, US
EDUCATION
1998 — 2015
NASD/Series 65
Series 65 License, Investment Advisory
1975 — 1979
University of Wisconsin-Milwaukee
Bachelor's Degree, Criminal Justice & School of Business
2007 — 2009
College for Financial Planning
Accredited Wealth Management Advisor
1994 — 2005
NASD/Series 6 & 63
Series 6 & 63, Investment Management
1989 — 2015
State of Wisconsin Department of Insurance
Health and Life Insurance License
SKILLS
WealthAsset ManagementStrategic Partnerships401kWealth AccumulationPortfolio ManagementPrivate Wealth ManagementLong Term Care InsuranceRetirement PlanningRelationship ManagementFixed IncomeSmall BusinessAsset AllocationMutual FundsRisk ManagementCharitable Giving StrategiesWealth Preservation StrategiesWealth TransferSeries 7InsuranceIrasEquity ResearchFinancial AdvisoryHigh Net Worth IndividualsTerm Life InsurancePersonal FinanceTrustsBondsStrategic Financial PlanningInvestment StrategiesAlternative InvestmentsTaxWealth Management ServicesSeries 63Strategy401k RolloversFinancial ServicesFixed AnnuitiesManagementSecurities
ABOUT TIMOTHY M. STASINOULIAS
Aegis Wealth Advisors was founded on the principle of providing hard working individuals…
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