Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Masalski is a financial advisor with over 30 years of experience in the industry. Paul is a registered representative of Vicus Capital, Inc. and has held positions with a number of other firms over the years. Paul specializes in providing financial planning, investment advisory services, and insurance services to individuals and families.
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.
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.
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2
PA
01/22/2007 - Present
Vicus Capital, Inc. (PHOENIXVILLE PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (PHOENIXVILLE PA)
NY
11/30/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
07/08/1998 - 11/18/1998
NATHAN & LEWIS SECURITIES, INC.
CT
07/30/1993 - 07/08/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
03/06/1989 - 07/09/1993
MONY SECURITIES CORP. (NEW YORK NY)
NA
04/28/1987 - 04/25/1989
EQUICO SECURITIES, INC.
NA
04/28/1987 - 04/25/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
11/04/1986 - 03/14/1989
SG EQUITIES CORPORATION
NA
04/02/1986 - 10/21/1986
INVESTMENT DISTRIBUTORS INC.
NA
08/18/1986 - 08/26/1986
RADFORD CAPITAL CORPORATION
BC
Issued 06/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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