Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Francis Cardone is a financial professional with over 40 years of experience in the financial services industry. Paul has held positions at several firms, including Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, and Osaic Institutions, Inc. Paul is currently registered with Osaic Institutions, Inc. as a Registered Representative. Paul holds the Series 7, Series 24, and Series 63 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NY
12/07/2016 - Present
Osaic Institutions, Inc. (Albany NY)
NY
01/04/1999 - 12/08/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
FL
03/12/1991 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
01/29/1988 - 03/20/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/03/1987 - 01/30/1988
ADVANTAGE CAPITAL CORPORATION
NA
11/26/1985 - 03/13/1987
DEAN WITTER REYNOLDS INC.
NA
12/21/1984 - 01/01/1986
BRODIS SECURITIES INCORPORATED
NA
07/02/1982 - 12/06/1984
VANTAGE SECURITIES OF COLORADO, INC.
NA
01/15/1982 - 06/09/1982
OTC NET INCORPORATED
NA
07/24/1980 - 12/21/1981
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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