Unclaimed
Paul Furcinito is a registered Investment Advisor Representative associated with Florek Financial, LLC. Paul has been with Florek Financial, LLC since November 2009. Paul's firm provides financial planning, selection of other advisors, and portfolio management for individuals. Paul is also a registered Investment Advisor Representative in Massachusetts.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MA
09/14/2011 - Present
Florek Financial, LLC (DUXBURY MA)
NY
10/25/1999 - 01/04/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MA
05/23/1995 - 08/28/1995
PREMIER MUTUAL FUND SERVICES, INC. (NEWTON MA)
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Furcinito is the right advisor for you? Invested Better is here to help.