Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfileAdvisors 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/28/2014 - Present
Wealthpenn.comllc (Shrewsbury NJ)
NY
08/12/2011 - 11/19/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
06/14/2011 - 11/19/2013
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
04/06/2009 - 11/19/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
CA
06/14/2011 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
06/14/2011 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/22/2007 - 11/20/2007
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
10/21/2004 - 06/01/2007
PAUL K. MAGRINO, SOLE PROPRIETOR (NEW YORK NY)
NY
05/16/2003 - 11/23/2004
LEK SECURITIES CORPORATION (NEW CITY NY)
NY
01/21/1992 - 05/29/2003
BNY DIRECT EXECUTION INC. (NEW YORK NY)
NY
10/26/1989 - 06/30/1992
ERNST & COMPANY (NEW YORK NY)
MN
08/08/1985 - 04/17/1989
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
NA
05/22/1984 - 08/30/1985
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 11/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/8/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 5/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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