Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kyrillidis is a financial professional with over 17 years of experience in the financial services industry. Paul is currently registered with Innovation Partners LLC in Charlotte, NC. Paul has held previous positions with Benchmark Investments, LLC in New York, NY; PRUCO Securities, LLC. in Uniondale, NY; MML Investors Services, LLC in East Hills, NY; MSI Financial Services, INC. in East Hills, NY; and Metropolitan Life Insurance Company in Garden City, NY. Paul is a licensed Series 6, Series 63 and SIE representative. Paul specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting and selection of other advisors.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/08/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
10/08/2021 - 09/20/2022
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
NY
02/08/2018 - 07/16/2020
PRUCO SECURITIES, LLC. (Uniondale NY)
NY
03/25/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (EAST HILLS NY)
NY
10/22/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
10/22/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GARDEN CITY NY)
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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