Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul D. Genoese is a financial advisor who has been in the industry since 1997. Paul is currently registered with Avantax Advisory Services in Erial, NJ and has been with the firm since June 2005. Paul has experience working with individuals, corporations, and pension and profit-sharing plans. Prior to joining Avantax Advisory Services, Paul has worked for First Union Securities, Inc., First Union Brokerage Services, Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and L.C. Wegard & Co., Inc. Paul is a licensed insurance agent and holds the Series 63, Series 65, Series 7 and Series 6TO securities licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
06/06/2005 - Present
Avantax Advisory Services (Erial NJ)
MO
10/01/2000 - 01/30/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/12/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/22/1995 - 04/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/22/1995 - 04/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
05/06/1993 - 05/21/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 05/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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