Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Angelo Varesio is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Madison Avenue Securities, LLC, and holds Series 7 and 63 licenses, as well as the SIE exam. Paul specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Paul has also held previous positions at Commonwealth Financial Network and The Lincoln National Life Insurance Company. In addition to traditional financial planning, Paul's experience includes providing portfolio management for businesses and individuals, as well as selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/30/2013 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
02/15/2005 - 01/23/2013
COMMONWEALTH FINANCIAL NETWORK (LA JOLLA CA)
IN
09/25/2003 - 02/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
09/08/1999 - 02/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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