Unclaimed
Paul Tavella is a financial professional with over 20 years of experience in the industry. Paul is currently registered with Nationwide Investment Services Corp. Paul has also held previous roles with Mutual of Omaha Investor Services, Inc., L.M. Kohn & Company, and Nationwide Advisory Services, Inc. Paul is a Series 26, Series 6, and SIE licensed professional.
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.
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.
1
2
OH
12/22/2017 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
10/21/2008 - 06/13/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (WORTHINGTON OH)
OH
03/27/2006 - 12/31/2006
L.M. KOHN & COMPANY (DUBLIN OH)
OH
12/04/2000 - 04/06/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/14/1999 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 03/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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