Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Peter Salamon

Redwood Private Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Peter Salamon

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.

Firm Information

Paul Salamon is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Salamon’s Registration & Firm History

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)

Not sure if Paul Peter Salamon is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Peter Salamon.
Not sure if Paul Peter Salamon is right for you?