Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Charles Ragone is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. Paul is currently employed by Osaic Wealth, Inc. where they are registered to conduct business in Florida, Kentucky, Maryland, Ohio, and Tennessee. Prior to joining Osaic Wealth, Inc., Paul was affiliated with Woodbury Financial Services, Inc., VALIC Financial Advisors, Inc., 1717 Capital Management Company, Hornor, Townsend & Kent, Inc., and PRUCO Securities Corporation. They have held multiple licenses over the years and holds both Series 6 and Series 63 licenses. In addition to their work at Osaic Wealth, Inc., Paul is also the President of INTEGRITY WEALTH 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.
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
TN
01/19/2024 - Present
Osaic Wealth, Inc. (KNOXVILLE TN)
TN
08/05/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TX
10/15/2003 - 10/22/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
DE
02/05/2001 - 08/29/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
07/23/1999 - 02/09/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
08/06/1997 - 07/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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