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Paul Agate

Prudential Annuities Distributors, Inc.

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About Paul Agate

Paul Agate is a financial professional with over 16 years of experience in the industry. Paul is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6 and Series 26 licenses. Paul has a strong background in investment company products and variable contracts.

Firm Information

Paul Agate is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paul Agate’s Registration & Firm History

CT

02/07/2007 - Present

Prudential Annuities Distributors, Inc. (Shelton CT)

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Licenses & Designations

BC

Issued 07/27/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Agate.
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