Paul Pretti

Paul Pretti - ChFC®

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6097
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
QUALIFICATIONS
 
• Licensed to sell Life and Health Insurance in WI, IL, MI and MN
• Licensed to sell Property and Casualty Insurance in WI, IL and MI
• Registered Representative of New England Securities, Corp.
• Series 6, 7, 63 and 65 securities registrations
• Super Starter Award Recipient 2008
 
EDUCATION
 
• Graduate of University of Wisconsin – Madison
  Bachelors in Finance, Investments and Banking
 
PERSONAL
 
• Resident of Waukesha County
• Family: Spouse - Kelly
• Hobbies: Golf, Hunting, Fishing, Softball and Bowling