Unclaimed
Paul Joanou has been in the financial services industry since July 7, 1996 and is currently registered with MML Investors Services, LLC. Paul Joanou has worked for the firm since June 1996. Paul is licensed as a registered representative in 12 states and as an investment advisor in 1 state. Paul specializes in providing financial services to individuals, corporations, pension and profit sharing plans, insurance companies, high-net-worth individuals, trusts, and charitable organizations. Paul holds the Series 6, Series 63, and Series 65 licenses. Paul is also a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WV
04/09/2001 - Present
MML Investors Services, LLC (WHEELING WV)
IA
Issued 03/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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