Unclaimed
Paul Stawinski is an active investment advisor representative registered with Garden State Investment Advisory Services, LLC in RED BANK, NJ. Paul has been in the industry since 1980. Paul has held previous positions with firms such as Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Ameritas Investment Corp. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
NJ
04/13/2023 - Present
Garden State Investment Advisory Services, LLC (RED BANK NJ)
NY
09/14/2022 - 03/23/2023
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
02/26/2016 - 09/14/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (New York NY)
NY
09/27/2006 - 02/26/2016
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
06/01/2005 - 08/25/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/30/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/02/1998 - 04/18/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/07/1996 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
10/20/1980 - 09/25/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/17/1980 - 09/25/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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