Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Conforti is a financial advisor with over 25 years of experience in the industry. Paul is currently registered with Mariner Wealth. Paul is a Certified Financial Planner and has a Series 6, 7, 63, and 65 licenses. In addition to providing financial advice, Paul also provides insurance sales and other services. Paul is registered to provide investment advice in multiple states and is a member of FINRA and the SEC.
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.
Family office services
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.
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2
NJ
11/09/2016 - Present
Mariner Wealth (MANASQUAN NJ)
NJ
06/01/2012 - 01/10/2019
LINCOLN INVESTMENT (MANASQUAN NJ)
NJ
01/13/2000 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MANASQUAN NJ)
MA
05/11/1999 - 10/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/11/1999 - 10/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/21/1992 - 07/05/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
09/09/1991 - 07/01/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/05/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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