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Joseph P
ChFC®, Series 63, Series 65
Halifaxx, PA
Ameritas Advisory Services, LLC
Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Ameritas and Alpha Omega Wealth, where he is president. Outside of his advisory work, he is a part owner of Aero Wealth LLC, which sells fixed insurance products, and occasionally speaks for agent training through the National Association of Insurance & Financial Advisors in Nevada. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various investment management and consulting programs, leveraging both firm-developed and third-party model portfolios across discretionary and non-discretionary platforms.
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