Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ralph Caccomo is an investment advisor representative at Lincoln Investment and Capital Analysts. Paul has been in the industry since 1979 and has a wide range of experience, including financial planning, portfolio management, and insurance. Paul is dedicated to providing his clients with the highest level of service and is committed to helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/23/2017 - Present
Lincoln Investment (WEST PALM BEACH FL)
FL
10/10/2008 - 01/03/2017
LEGEND EQUITIES CORPORATION (WEST PALM BEACH FL)
FL
08/20/2004 - 10/08/2008
INVESTACORP, INC. (PALM BEACH FL)
AZ
01/03/2003 - 08/20/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/02/2001 - 10/23/2001
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
KS
12/16/1998 - 01/11/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
10/18/1977 - 11/19/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/06/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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