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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 Gregory Pakstis is a financial advisor registered with Belpointe Asset Management LLC, with experience in the industry since 1996. Paul has served as a Registered Representative for several firms over the years, including Pruco Securities, LLC and Thrivent Investment Management Inc. Paul's expertise spans both investment advisory and brokerage services, making him a well-rounded financial professional. Paul focuses on providing financial planning, pension consulting, and portfolio management services for individuals and businesses, as well as educational seminars and the selection of other advisors. Paul is committed to helping clients achieve their financial goals through personalized advice and strategies tailored to their unique needs.
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.
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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2
NV
01/22/2021 - Present
Belpointe Asset Management LLC (RENO NV)
NJ
08/10/2018 - 01/25/2021
PRUCO SECURITIES, LLC. (Cherry Hill NJ)
NJ
02/02/2017 - 07/20/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Cherry Hill NJ)
NJ
03/06/2013 - 02/01/2017
BCG SECURITIES, INC. (Cherry Hill NJ)
NJ
12/13/1995 - 01/16/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (HADDONFIELD NJ)
IA
Issued 10/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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