Tony Pelz is a qualified expert, who works in Denver Wealth Management, Inc main office of which is in 33. as a Financial Advisor from 2018. This person has earned professional experience in more than four positions at various companies. Tony Pelz went to the Colorado State University and received education from 2015 to 2016. This professional has such professional qualifications as Project Management Certificate. Denver, Colorado is the city, where the professional was known to be living. Their contacts are easily accessed through this website on demand.
Name variants:
Anthony Pelz,
Shelton Pelz,
Antoinette Pelz,
Antonia Pelz
Last updated Jun 23, 2024
Contact Information
Last Update
Jun 22, 2022
Email
tp**@tiaa.org
Location
Denver, CO
Company
Denver Wealth Management, Inc.
Workplace
Financial Advisor
Work History
Financial Advisor
5299 Dtc Blvd, Greenwood Village, CO 80111
Securities and advisory services offered through LPL Financial, a registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section a...
from Apr 2018
Client Relationship Consultant
730 3Rd Ave, New York, NY 10017
Responsible for communication of the Wealth Management value proposition and the Consultative
Sales Process
Integrates client service and sales support with the Wealth Management advice o...
Feb 2009 — Apr 2018
Individual Consultant
730 3Rd Ave, New York, NY 10017
Provide high quality retirement and financial counseling services in an in-bound call center
environment
Responsible for communicating details of TIAA-CREF retirement plans, after tax inv...
Jan 2007 — Feb 2009
Mortgage Advisor
Developed new business opportunities and client contacts by initiating relationships with Realtors,
builders, and bankers
Conducted credit, underwriting and financial analysis, and assist...
Oct 2005 — Jan 2007
Education
2015 — 2016
1999 — 2003
Occupations
Financial Broker
Financial Consultant
Advisor
Accountant
Finance and Accounting Specialist
Counselor
Sales Specialist
Sales Support
Executive
Partner
Speaker
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Services Professional
Sales Representative
Chief Executive
Spokesperson
Representative
Skills
Wealth Management
Retirement Planning
Series 7
Series 63
Asset Allocation
Investment Advisory
Series 65
Life Insurance
Qualified Retirement Plans
Iras
Retirement
Project Management
FAQs about Tony Pelz
What is the main profession of Tony Pelz?
This professional's job is Financial Advisor
What jobs is Tony Pelz proficient at at?
Tony Pelz is a professional Financial Broker and Financial Consultant jobs.
Where does Tony Pelz live?
Denver, Colorado is the place where Tony Pelz lives
What is Tony Pelz's email?
The expert's email is tp**@tiaa.org.
How many companies did Tony Pelz work at?
Tony Pelz worked at four jobs.
Where has Tony Pelz studied?
Tony studied at the Colorado State University from 2015 to 2016.
What are the certifications of Tony Pelz?
The professional received the following certifications: Project Management Certificate.
What is the industry that Tony Pelz is connected to?
Tony Pelz works in Financial Services industry.