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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 Joseph Stento is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the industry since November 2002. Paul has a Series 7, Series 66 and SIE licenses, as well as several state registrations. Paul is licensed in 26 states and is registered as an investment advisor representative in New Jersey, New York, and Texas. Paul specializes in working with individuals, corporations and other businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Paul offers investment advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/10/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBANY NY)
OH
11/21/2002 - 12/15/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 04/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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