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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Nacario is an investment advisor representative at Innovest Portfolio Solutions LLC. Paul has been working in the financial industry since 1991 and has experience working at a variety of firms. Paul is registered with the state of Arizona. Paul specializes in providing investment advice to individuals, corporations and government entities. Innovest Portfolio Solutions LLC specializes in providing investment advisory services to a wide range of clients, including charitable organizations, high net worth individuals, pension and profit-sharing plans, and state or municipal government entities. The firm's investment advisory services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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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AZ
10/03/2018 - Present
Innovest Portfolio Solutions LLC (Scottsdale AZ)
DC
04/21/2015 - 02/23/2018
ICMA-RC SERVICES, LLC (WASHINGTON DC)
AZ
12/06/2010 - 02/06/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
05/26/2010 - 11/18/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)
NJ
03/20/2008 - 09/03/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
AZ
01/10/2006 - 03/07/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (PHOENIX AZ)
KS
02/10/2005 - 12/16/2005
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
CT
01/12/2000 - 03/25/2004
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
OH
02/21/1995 - 12/21/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
07/13/1992 - 01/31/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
IN
07/22/1991 - 03/05/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/22/1991 - 03/05/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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