Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Sartori is a financial advisor with Legacy Financial Advisors, Inc. Paul has been in the industry since 1985 and holds Series 6, Series 22, Series 63, and SIE licenses. Paul specializes in providing financial planning, portfolio management, and selection of other advisors. Paul also works with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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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KY
01/01/2025 - Present
Legacy Financial Advisors, Inc. (COVINGTON KY)
KY
08/31/2011 - 09/22/2022
TRIAD ADVISORS LLC (COVINGTON KY)
KY
08/05/2005 - 09/20/2011
NFP SECURITIES, INC. (COVINGTON KY)
IN
10/01/1999 - 08/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 08/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/16/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 12/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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