Darlene M Giz

Darlene M Giz Email and Phone Number

Financial Advisor at US Financial Services @ US Financial Services, LLC
united kingdom
Darlene M Giz's Location
Fairfield, New Jersey, United States, United States
Darlene M Giz's Contact Details

Darlene M Giz work email

Darlene M Giz personal email

About Darlene M Giz

As a retirement plan specialist with a career that spans over 25 years, I am now focusing on guiding individuals and families towards achieving their overall financial goals. My mission is to empower clients to make informed decisions about their financial future and to navigate the complexities of wealth management with confidence. At US Financial Services, we also dedicate our efforts to helping more people save enough, protect enough, and have enough in retirement, working with plan sponsors, and Third-Party administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Specialized Education:- St. Peter's University- CIMA® - Certified Investment Management Analyst- Securities Registrations held: Series 7 and Series 63- Life and Variable Annuity insurance licenses - CRPS®, AIF®, You’re welcome to contact me at dgiz@usfsc.com and thank you for visiting my LinkedIn page.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS. https://kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

Darlene M Giz's Current Company Details
US Financial Services, LLC

Us Financial Services, Llc

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Financial Advisor at US Financial Services
united kingdom
Website:
usfsc.com
Employees:
17
Darlene M Giz Work Experience Details
  • Us Financial Services, Llc
    Financial Advisor
    Us Financial Services, Llc Apr 2024 - Present
    Fairfield, New Jersey, United States
  • Principal Financial Group, Principal Securities Registered Representative
    Relationship Manager
    Principal Financial Group, Principal Securities Registered Representative Apr 2020 - Apr 2024
  • Invesco Us
    Regional Advisor Consultant - Non Resident Client
    Invesco Us May 2019 - Apr 2020
    Greater New York City Area
  • Oppenheimerfunds
    Regional Advisor Consultant-Non Resident Client
    Oppenheimerfunds Feb 2017 - May 2019
    Greater New York City Area
  • Blackrock
    Defined Contribution Internal Advisor Consultant
    Blackrock Jun 2012 - Feb 2017
    Princeton, Nj
  • Oppenheimerfunds
    Regional Retirement Representative
    Oppenheimerfunds Jan 2011 - Jun 2012
    Greater New York City Area
  • Alliancebernstein Investments
    Defined Contribution Associate
    Alliancebernstein Investments Jan 2006 - Dec 2010
  • Lord, Abbett And Company, Llc							     	2005-2006
    Planning Consultant
    Lord, Abbett And Company, Llc 2005-2006 2005 - 2006
    .
  • Cendant Corporation
    Human Resources Retirement Specialist
    Cendant Corporation 2002 - 2005
  • Merrill Lynch
    Education Specialist
    Merrill Lynch Jan 1999 - Jan 2002

Darlene M Giz Skills

Mutual Funds 401k Series 7 Series 63 Aif Crps Bilingual Communications Defined Contribution Asset Allocation 401 Retirement Savings Plans

Darlene M Giz Education Details

Frequently Asked Questions about Darlene M Giz

What company does Darlene M Giz work for?

Darlene M Giz works for Us Financial Services, Llc

What is Darlene M Giz's role at the current company?

Darlene M Giz's current role is Financial Advisor at US Financial Services.

What is Darlene M Giz's email address?

Darlene M Giz's email address is dg****@****hoo.com

What schools did Darlene M Giz attend?

Darlene M Giz attended Saint Peter's University, Cima®, Series 7, 63, Crps®, Aif®, Life & Variable Annuity Licenses, Fluent In Spanish.

What are some of Darlene M Giz's interests?

Darlene M Giz has interest in Children.

What skills is Darlene M Giz known for?

Darlene M Giz has skills like Mutual Funds, 401k, Series 7, Series 63, Aif, Crps, Bilingual Communications, Defined Contribution, Asset Allocation, 401 Retirement Savings Plans.

Who are Darlene M Giz's colleagues?

Darlene M Giz's colleagues are Christina Dziadzio, Christie Palmroos, Andrew Brief, Marty Burns, Joseph A. Sarnecki,cfp® ,cdfa™, Beth P., Jeff Mcelroy, Cfp®, Clu®.

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