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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 Petronelli is a financial advisor with Cetera Investment Advisers LLC. Paul has been in the industry since 1998. Paul specializes in providing financial planning and investment advice to individuals and families. Paul also has experience in working with businesses and corporations. Paul is registered to provide securities advice and investment advisory services in Connecticut, Delaware, Florida, Indiana, Kentucky, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (TAUNTON MA)
MA
02/20/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DARTMOUTH MA)
MA
03/22/2006 - 02/24/2009
SAGEPOINT FINANCIAL, INC. (DARTMOUTH MA)
CT
09/28/2000 - 02/06/2006
CITISTREET ADVISORS LLC (WINDSOR CT)
NJ
05/24/2000 - 09/28/2000
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
11/04/1998 - 05/24/2000
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
IA
Issued 7/7/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/3/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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