Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tinnirello is a financial advisor with Simplicity Wealth. Paul has over 14 years of experience in the financial services industry. Paul has a Series 65 and Series 66 license. Paul is also a registered Investment Advisor in New Jersey. Paul specializes in providing financial advice to high-net-worth individuals, other investment advisors, and individuals other than high-net-worth. Paul also provides financial planning, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
NJ
01/23/2024 - Present
Simplicity Wealth (Summit NJ)
NY
10/05/2010 - 12/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/13/2000 - 04/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Tinnirello is the right advisor for you? Invested Better is here to help.
