Thomas J. Portz, CFP
Moloney Securities Co., Inc.
Financial Planner in Waukesha, WI
Address:1801 Jennifer Ln
Waukesha, WI 53186
About Thomas J. Portz
Thomas Portz is a financial professional at Moloney Securities Co., Inc. located in Waukesha, Wisconsin. Thomas Portz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S3, S4, S53, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Thomas Portz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Thomas Portz1801 Jennifer Ln
Waukesha, WI 53186
Phone Number:
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Website:
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