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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Puleo is a financial advisor with RMR Wealth Builders, Inc. Paul has been in the industry since 1987 and has a wide range of experience in financial planning, portfolio management, and investment advice. Paul has held previous roles at Calton & Associates, Inc., Investacorp, Inc., Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds a Series 7, Series 24, Series 63, and Series 66 license and is registered in Florida and New Jersey.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
FL
05/09/2018 - Present
RMR Wealth Builders, Inc. (Boca Raton FL)
FL
01/03/2012 - 06/20/2018
CALTON & ASSOCIATES, INC. (BOCA RATON FL)
FL
07/02/1997 - 12/31/2011
INVESTACORP, INC. (BOCA RATON FL)
NJ
01/28/1995 - 07/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/24/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
FL
05/04/1990 - 07/01/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/29/1987 - 05/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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