Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dato is a financial advisor with over 30 years of experience in the industry. Paul has a Series 6, 7, 63 and 65 license and is registered in 30 states, including Florida, Illinois, and Texas. Paul specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Paul has worked at Osaic Wealth, Inc. since 2024. Prior to that, Paul worked for Woodbury Financial Services, Inc., Charter One Securities, Inc., Investment Network, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WHEATON IL)
IL
09/01/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WHEATON IL)
OH
01/01/2000 - 09/11/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
07/10/1993 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
NJ
11/21/1991 - 12/18/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1991 - 12/18/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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