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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 Montefiore is a financial advisor with over 13 years of experience in the industry. Paul John Montefiore is currently registered with MML Investors Services, LLC in Pennsylvania and Texas. Paul has previously worked with MSI Financial Services, INC. and New England Securities. Paul has a strong track record of providing financial advice to individuals, families, and businesses. Paul holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Paul has earned the Chartered Financial Consultant designation. Paul works with clients on a variety of financial needs, including retirement planning, college savings, investment management, and estate planning.
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
PA
03/08/2022 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
09/24/2009 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 04/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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