Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Joshua Paganetti is a registered investment advisor representative associated with Allstate Financial Advisors, LLC, and has been in the industry since 2005. Adam Paganetti holds Series 6, 63 and SIE securities licenses and Series 65 Investment Advisor representative license. Adam is also a registered investment advisor representative in Florida, Michigan, New Jersey, New Mexico, New York, Ohio, and South Carolina. The firm's main office is located in Lincoln, Nebraska. The firm provides financial planning and selection of other advisors. Adam Paganetti's office is located in North Massapequa, New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Third party advisory fees
1
2
NY
04/09/2024 - Present
Allstate Financial Advisors, LLC (North Massapequa NY)
NY
01/10/2018 - 05/09/2018
PFS INVESTMENTS INC. (GLEN COVE NY)
NY
07/28/2005 - 12/31/2017
PFS INVESTMENTS INC. (GLEN COVE NY)
IA
Issued 04/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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