Alessandra Panagos is a CFP-designated registered investment advisor, based in Wall, NJ, with 4 years of industry experience.
Location
1540 Highway 138, Suite 106, Wall, NJ, 07719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alessandra works as an assistant at Jack Oujo CPA, Inc dba Oujo Wealth Strategies, providing support for coworkers and the boss with tasks such as research, client calls, and office duties. Her responsibilities include answering phones, gathering paperwork, greeting clients, assisting with online account access, and answering non-security related questions.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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