Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Treistman is an investment advisor representative who has been in the industry since 1986. Paul is registered with MML Investors Services, LLC and has offices in Elmsford, NY. He is also registered in New York, New Jersey, and Connecticut. Paul holds Series 6 and 63 licenses. He specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation programs. Paul has extensive experience in life, fixed annuities, health, and long-term care insurance. He is also registered with Metlife Securities, MassMutual Life Insurance Co, and MSI Financial Services, Inc.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
MA
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/05/1997 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
03/07/1986 - 07/18/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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