Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Costadina is a financial advisor with Grove Point Advisors, LLC, and has been in the industry since July 7, 1996. Paul has been registered with the state of New Jersey since November 25, 2015 and has a Series 63, Series 65, and SIE license. Paul has held previous positions with Sterne Agee Financial Services, Inc. and WRP Investments, Inc. Paul's experience includes helping individuals, corporations, and charitable organizations with their financial needs.
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.
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2
NJ
01/10/2023 - Present
Grove Point Advisors, LLC (Forked River NJ)
NJ
09/12/2014 - 11/30/2015
STERNE AGEE FINANCIAL SERVICES, INC. (FORKEd RIVER NJ)
NJ
05/13/2004 - 09/12/2014
WRP INVESTMENTS, INC. (FORKEL RIVER NJ)
MA
10/30/1997 - 05/12/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
07/08/1996 - 11/05/1997
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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