Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tramontozzi is a financial advisor with Stratos Wealth Partners, Ltd. Paul has been in the financial services industry for over 20 years, and has held various roles at a number of firms. Paul is currently registered with the state of Ohio, New York and has been licensed to sell securities and provide investment advice in various states throughout his career. Paul provides a variety of financial services, including financial planning, portfolio management and investment advisory services.
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.
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.
Percentage of assets under management with third party managers
1
2
NY
02/21/2018 - Present
Stratos Wealth Partners, Ltd. (TARRYTOWN NY)
NY
05/22/2015 - 02/21/2018
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
CT
09/28/2004 - 05/26/2015
C&C TRADING L.L.C. (GREENWICH CT)
NY
09/26/2003 - 10/26/2005
CHARLTON SPECIALIST PARTNERS LLC (NEW YORK NY)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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