Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Leone is an Investment Advisor Representative with Mariner Independent in Corona, CA. Paul has been in the industry since 1992 and holds the Series 6, 7, and SIE licenses. Paul specializes in working with individuals, businesses, and pension plans. Paul has experience working with a variety of firms including National Planning Corporation, Transamerica Financial Advisors, Inc, and World Group Securities, Inc. Paul is dedicated to providing financial planning and investment advisory services to his clients.
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.
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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CA
11/01/2016 - Present
Mariner Independent (Corona CA)
CA
08/17/2012 - 06/07/2016
NATIONAL PLANNING CORPORATION (CORONA CA)
CA
01/06/2012 - 08/23/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ORANGE CA)
CA
07/26/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ORANGE CA)
CA
09/17/1992 - 06/22/2010
METLIFE SECURITIES INC. (MORENO VALLEY CA)
CA
09/17/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MORENO VALLEY CA)
NY
03/23/1992 - 09/03/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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