Unclaimed
Paul Albert Fracasso is an investment professional with over 30 years of experience in the financial services industry. Paul currently works at Equitable Advisors, LLC and is registered in California. Paul has worked with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations, providing them with financial planning, investment management and pension consulting services. Paul's areas of expertise include securities, investment companies and variable contracts.
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.
Guidance on pension options to ensure a secure financial future.
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
NY
11/04/1996 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
11/04/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MD
12/13/1995 - 08/12/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
05/04/1987 - 12/18/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/04/1987 - 12/18/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Fracasso is the right advisor for you? Invested Better is here to help.