Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Sadej is an investment advisor representative with Avantax Advisory Services. Paul has been in the industry since 1998 and holds the Series 6, Series 63, and SIE licenses. Paul is registered with the state of New York, as well as several other states, including Connecticut, Florida, Nebraska, New Jersey, North Carolina, South Carolina and Virginia. Paul provides financial planning and portfolio management for individuals, businesses, and retirement plans. Paul is also involved in real estate, tax preparation, and construction businesses. Paul has a diverse background and experience that can be helpful in providing financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
09/03/2021 - Present
Avantax Advisory Services (BELLMORE NY)
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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