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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 Salerno is an active investment advisor representative. Paul is registered in 18 states, including California, Texas, Florida, and Georgia. Paul has been in the industry since 2001 and has experience with both broker-dealer and investment advisor firms. Paul is currently registered with MML Investors Services, LLC, and previously worked with Securian Financial Services, Inc., and Mercer Allied Company, L.P. Paul holds Series 7 and 66 licenses, as well as the SIE exam. Paul provides financial planning, asset allocation programs, pension consulting, and educational seminars to clients. Paul has a strong background in investment management and is committed to providing high-quality service to his clients.
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
CA
05/05/2020 - Present
MML Investors Services, LLC (LAGUNA NIGUEL CA)
CA
10/07/2004 - 09/05/2014
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
NY
09/12/2001 - 05/12/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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