Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Romanello is an investment advisor representative with Oppenheimer & Co. Inc., based in Hauppauge, New York. Paul has been in the financial services industry for over 40 years, and he has a strong track record of success. He is a registered representative of FINRA and is also licensed to sell securities in several states. Paul specializes in providing investment advice to individuals, families, and businesses. He offers a wide range of services, including financial planning, portfolio management, and retirement planning. Paul is committed to providing his clients with personalized service and sound financial advice. Prior to joining Oppenheimer & Co. Inc., Paul worked as a financial advisor at Wells Fargo Clearing Services, LLC, for 18 years. Before that, he worked at Prudential Securities Incorporated and MacPeg Ross and Goldaber Securities, Inc. Paul is a highly experienced and knowledgeable financial advisor who is dedicated to helping his 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/20/2021 - Present
Oppenheimer & Co. Inc. (HAUPPAUGE NY)
NY
07/01/2003 - 05/05/2021
WELLS FARGO CLEARING SERVICES, LLC (HAUPPAUGE NY)
NY
11/11/1983 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/01/1982 - 10/17/1983
MACPEG ROSS AND GOLDABER SECURITIES, INC.
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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