Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ranieri is a financial advisor with over 25 years of experience in the industry. Currently, Paul is a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. Paul has previously held similar positions at Securities America, Inc., Securities Service Network, LLC, Sorrento Pacific Financial, LLC, LPL Financial LLC, IFMG Securities, Inc., Royal Alliance Associates, Inc., CitiStreet Equities LLC, Compulife Investor Services, Inc., 1717 Capital Management Company, The Advisors Group, Inc., Westfield Financial Corporation, Garden State Securities, Inc., and Seaboard Securities, Inc. Paul holds Series 63, Series 65, Series 7 and SIE licenses, and has extensive experience with financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
06/14/2024 - Present
Osaic Wealth, Inc. (Belmar NJ)
NJ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Belmar NJ)
NJ
01/02/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Belmar NJ)
NJ
01/02/2014 - 01/13/2015
SORRENTO PACIFIC FINANCIAL, LLC (SPRING LAKE HEIGHTS NJ)
NJ
03/04/2008 - 12/31/2013
LPL FINANCIAL LLC (SPRING LAKE HEIGHTS NJ)
NJ
10/12/2006 - 03/04/2008
IFMG SECURITIES, INC. (MONROE TURNPIKE NJ)
NJ
01/27/2006 - 10/16/2006
ROYAL ALLIANCE ASSOCIATES, INC. (TOMS RIVER NJ)
NJ
09/13/2000 - 02/18/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
06/29/1998 - 09/19/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
DE
02/05/1997 - 06/24/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MD
09/26/1996 - 01/29/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
01/03/1995 - 04/17/1996
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NJ
05/23/1995 - 10/12/1995
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
NJ
01/03/1995 - 01/23/1995
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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