Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Florentino Paunil is an investment advisor representative for McAdam LLC. Drew has been in the securities industry since March 24, 2011. Drew has passed the Series 6, 7, 63, 65 and SIE exams. Drew has been registered with the state of New Jersey since October 3, 2014. Drew has also been registered with the state of New Jersey as an investment advisor representative since October 13, 2023. Drew has been registered with the state of Pennsylvania since October 3, 2014. Drew is also an investment advisor representative for VOYA FINANCIAL ADVISORS, INC. McAdam LLC specializes in financial planning, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Drew is registered with the state of Arizona, Delaware, Florida, Illinois, Maryland, Massachusetts, New Jersey, Pennsylvania and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
10/13/2023 - Present
McAdam LLC (PHILADELPHIA PA)
PA
03/25/2011 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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