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Paul Edward Ferraresi

First Advisors National, LLC

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About Paul Edward Ferraresi

Paul Edward Ferraresi is a financial advisor with over 40 years of experience in the financial services industry. Paul is currently registered with First Advisors National, LLC. Paul has a strong track record of providing financial advice to individuals and families, and is committed to helping clients achieve their financial goals. Paul specializes in retirement planning, investment management, and college planning. Paul has also been involved in various insurance and investment related business activities. Paul is a Certified Financial Planner™ professional.

Firm Information

Paul Ferraresi is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Paul Ferraresi’s Registration & Firm History

TX

06/28/2016 - Present

First Advisors National, LLC (Houston TX)

FL

03/30/1999 - 07/22/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

TX

06/30/1995 - 05/03/1999

SUMMIT SECURITIES, INC. (HOUSTON TX)

CA

06/11/1986 - 11/10/1994

PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)

NA

01/19/1983 - 06/24/1986

EQUIGROUP SECURITIES, INC.

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Licenses & Designations

BC

Issued 06/12/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul Edward Ferraresi. Review regulatory record here.
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