Unclaimed
Paul Pantano is a financial advisor registered with Park Avenue Securities LLC since February 2007. Paul has been in the financial industry since 1999. In addition to his work at Park Avenue Securities LLC, Paul also provides seasonal tax preparation services. Paul holds Series 6, 7, 63, and 66 licenses, and is a Chartered Financial Consultant. Paul has provided financial advice to a variety of client types including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Paul also provides financial planning and educational seminars to clients.
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.
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.
1
2
PA
04/13/2011 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
PA
07/03/2002 - 02/02/2007
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
07/03/2002 - 02/02/2007
METROPOLITAN LIFE INSURANCE COMPANY (PITTSBURGH PA)
WI
05/26/1999 - 07/02/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/30/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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