Darlene M Giz Email and Phone Number
Darlene M Giz work email
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Darlene M Giz personal email
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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.
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Financial AdvisorUs Financial Services, Llc Apr 2024 - PresentFairfield, New Jersey, United States -
Relationship ManagerPrincipal Financial Group, Principal Securities Registered Representative Apr 2020 - Apr 2024
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Regional Advisor Consultant - Non Resident ClientInvesco Us May 2019 - Apr 2020Greater New York City Area -
Regional Advisor Consultant-Non Resident ClientOppenheimerfunds Feb 2017 - May 2019Greater New York City Area -
Defined Contribution Internal Advisor ConsultantBlackrock Jun 2012 - Feb 2017Princeton, Nj -
Regional Retirement RepresentativeOppenheimerfunds Jan 2011 - Jun 2012Greater New York City Area -
Defined Contribution AssociateAlliancebernstein Investments Jan 2006 - Dec 2010 -
Planning ConsultantLord, Abbett And Company, Llc 2005-2006 2005 - 2006. -
Human Resources Retirement SpecialistCendant Corporation 2002 - 2005
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Education SpecialistMerrill Lynch Jan 1999 - Jan 2002
Darlene M Giz Skills
Darlene M Giz Education Details
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Marketing -
Cima®, Series 7, 63, Crps®, Aif®, Life & Variable Annuity Licenses, Fluent In Spanish
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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