Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Castellano is a registered representative with MML Investors Services, LLC in Iselin, New Jersey. Paul has been in the financial industry for over 20 years. Paul holds Series 6, Series 63, Series 65, and SIE licenses. Paul has experience working in the financial services industry, including insurance sales, and has held positions at Commerce/TD Bank, Thrivent Investment Management Inc, MassMutual Life Insurance Co, and First Union Brokerage Services, Inc. Paul is a licensed insurance agent and notary public.
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
NJ
05/13/2022 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
08/23/2019 - 05/13/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Newark NJ)
NC
03/31/1999 - 05/30/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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