Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Louis Marrero is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Paul has over 25 years of experience in the financial services industry. Paul is a registered representative and investment advisor in New Jersey and New York. Paul has a strong track record of helping clients achieve their financial goals. Paul has a proven track record of providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, businesses, and institutions. Paul specializes in helping clients develop customized financial plans to meet their specific needs. Paul's goal is to build long-term relationships with clients and help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WEST NYACK NY)
NY
05/15/2012 - 04/22/2016
LPL FINANCIAL LLC (PEARL RIVER NY)
NY
04/09/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (PEARL RIVER NY)
IL
05/16/2006 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NY
01/03/2005 - 05/15/2006
NFB INVESTMENT SERVICES CORP. (BOHEMIA NY)
NY
02/03/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
06/14/2000 - 02/04/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/24/1998 - 03/21/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
06/16/1997 - 09/01/1998
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
10/02/1996 - 03/10/1997
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
BOTH
Issued 05/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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