Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Peter Pucilowski is a financial advisor with over 30 years of experience in the industry. Paul is registered with LPL Financial LLC in New York and Texas. Paul has a wide range of experience working with clients in various sectors, including individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations. Paul has previously been affiliated with several other firms including Cetera Advisor Networks LLC, Walnut Street Securities, Inc., NFP Securities, Inc., VeraVest Investments, Inc., and others.
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 and other non-discretionary advisory services
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.
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2
NY
11/16/2021 - Present
LPL Financial LLC (RIVERHEAD NY)
NY
09/03/2013 - 11/22/2021
CETERA ADVISOR NETWORKS LLC (RIVERHEAD NY)
NY
11/02/2005 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
TX
01/13/2004 - 09/30/2005
NFP SECURITIES, INC. (AUSTIN TX)
MA
10/18/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
11/19/1998 - 10/03/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
04/27/1998 - 10/08/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
04/01/1998 - 04/24/1998
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
FL
08/28/1992 - 02/27/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
10/12/1991 - 07/16/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
CO
05/18/1991 - 10/24/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
04/03/1991 - 05/07/1991
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 03/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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