Timothy Stasinoulias

Timothy Stasinoulias Work

Owner,Financial Advisor, Investment Manager, and Retirement Professional

@ Aegis Wealth Advisors, LLC

Managing Director

@ Aegis Wealth Advisors, LLC

Independent Health, Annuity, and Life Insurance Agent

@ Independent Insurance Agent

Timothy Stasinoulias Education

1998 - 2015 Series 65 License in Investment Advisory

NASD/Series 65
1989 - 2015 Health and Life Insurance License

State of Wisconsin Department of Insurance
2007 - 2009 College for Financial Planning
1994 - 2005 Series 6 & 63 in Investment Management

NASD/Series 6 & 63
1975 - 1979 Bachelor's Degree in Criminal Justice & School of Business

University of Wisconsin-Milwaukee

Timothy Stasinoulias Skills

Strategic Financial PlanningFinancial AdvisoryWealthPortfolio ManagementFixed AnnuitiesRetirement PlanningWealth AccumulationWealth Management ServicesStrategyInvestment ManagementFinancial PlannersFixed IncomeFinanceLife InsuranceEquity ResearchInvestment StrategiesPersonal FinanceMutual FundsSmall BusinessInvestment Advisory401kTrustsFinancial ServicesAsset AllocationLong-term CarePrivate Wealth ManagementFinancial PlanningCharitable Giving StrategiesWealth TransferWealth Preservation StrategiesAsset ManagementSeries 7Estate Tax PlanningSeries 63Alternative InvestmentsManagementSecuritiesTaxStrategic PartnershipsIRAsEmployee BenefitsLong Term Care InsuranceBondsDisability InsuranceTerm Life InsuranceRelationship ManagementRisk Management401k RolloversHigh Net Worth IndividualsInsuranceResearchMicrosoft OfficeLong Term CareMarketingNetworking

Timothy Stasinoulias Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Timothy Stasinoulias currently works at Aegis Wealth Advisors, LLC as Timothy Stasinoulias - Owner,Financial Advisor, Investment Manager, and Retirement Professional at Aegis Wealth Advisors.

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