Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dean Katsion is a registered investment advisor representative with RIA Advisory Group, LLC. Paul has been in the financial services industry since 2003. Paul holds Series 6, Series 63, and Series 65 licenses. Prior to joining RIA Advisory Group, LLC, Paul was a registered representative with NYLIFE Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
11/16/2023 - Present
RIA Advisory Group, LLC (Mount Pleasant IA)
IA
10/27/2016 - 09/06/2023
NYLIFE SECURITIES LLC (MOUNT PLEASANT IA)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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