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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 Ganassini is a financial advisor who has been in the industry since 2021. Paul Ganassini is currently registered with MML Investors Services, LLC and has been registered with David Lerner Associates, Inc. in the past. Paul Ganassini is licensed to offer securities products and services in several states, including Connecticut, Florida, and New York. Paul Ganassini is also licensed as an Investment Advisor Representative and holds a number of industry certifications, including Series 63, 65, 7TO and 6TO.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
CT
08/22/2023 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
01/12/2021 - 08/08/2023
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
IA
Issued 04/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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