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Paul Magistro is an experienced financial advisor with over 20 years of experience in the industry. Paul is currently registered with LPL Financial LLC in Fairfield, New Jersey. Paul has a strong background in securities and has held previous roles at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Republic Financial Services Corporation. Paul holds the Series 7, Series 63, and SIE licenses and is registered in multiple states. Paul provides a range of financial services including financial planning, consulting, portfolio management, and educational seminars.
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
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
07/16/2001 - 02/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
07/16/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
01/21/1998 - 03/23/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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