Unclaimed
Paul Battaglia is a financial professional with experience in the financial industry. Paul is currently registered with Manning & Napier Investor Services, Inc., and holds the Series 6, SIE and Series 99TO licenses. Paul has been in the industry since 2012.
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
NY
05/21/2012 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Battaglia is the right advisor for you? Invested Better is here to help.