Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul M. Cerrato is an Investment Advisor Representative at Woodstock Wealth Management, Inc. located in Woodstock, Georgia. Paul Cerrato has been in the industry since September 2008. Paul Cerrato holds a Series 65 license and is registered with the state of Massachusetts and North Carolina. Cerrato also manages investment accounts for individuals, corporations or other businesses, and high-net-worth 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
11/13/2018 - Present
Woodstock Wealth Management, Inc. (Hinsham MA)
IA
Issued 03/29/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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