Unclaimed
Paul Peter Salamon is an Investment Advisor Representative at Redwood Private Wealth, a firm with a focus on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Paul has been in the industry since 1993 and has a wealth of experience. Paul Peter Salamon has a Series 63, Series 65 and a SIE license, and has held previous positions at several firms, including LPL Financial, Waterstone Financial Group, MML Investors Services, NYLIFE Securities and MetLife Securities. Paul Peter Salamon is passionate about helping clients achieve their financial goals.
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.
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.
1
2
AZ
08/03/2022 - Present
Redwood Private Wealth (PHOENIX AZ)
CT
09/08/2009 - 01/11/2017
LPL FINANCIAL LLC (NEWTOWN CT)
CT
09/01/2006 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (NEWTOWN CT)
CT
11/30/2004 - 09/06/2006
MML INVESTORS SERVICES, INC. (NEWTOWN CT)
NY
06/13/2003 - 12/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
04/02/2002 - 06/04/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/02/2002 - 06/04/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/24/2001 - 03/12/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
07/28/1999 - 09/05/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
07/29/1999 - 08/30/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/31/1998 - 06/25/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/14/1993 - 02/09/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Paul Salamon is the right advisor for you? Invested Better is here to help.