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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 Vardoulakis is a financial advisor at Commonwealth Financial Network. Paul has been in the financial services industry since 1994. Paul is registered with the state of Connecticut and holds Series 6, 7, 24, 26, 63, and 65 licenses. Paul specializes in working with high-net-worth individuals, corporations, and other businesses, and provides financial planning, portfolio management, and educational seminars. Prior to joining Commonwealth Financial Network, Paul worked at Banc of America Investment Services, Inc., Quick & Reilly, Inc., FIS Securities, Inc., and Allmerica Investments, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/03/2005 - Present
Commonwealth Financial Network (CHESTER CT)
MA
10/20/2004 - 06/17/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/08/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
09/09/1994 - 04/08/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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