Unclaimed
Paul Vincent Orazio is an Investment Advisor Representative associated with Commonwealth Financial Network. Paul is a Certified Financial Planner™ professional and has been in the industry since 1983. Paul has worked with a number of firms over the years, including NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., and GARY GOLDBERG & CO., INC. Paul currently has branch office locations in Suffern, NY, Tuxedo Park, NY and Millsboro, DE. Paul Orazio is currently registered as a Broker Dealer in 34 states and an Investment Advisor Representative in Delaware and New York.
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.
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.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Suffern NY)
NY
04/30/2004 - 11/03/2017
NATIONAL PLANNING CORPORATION (SUFFERN NY)
CA
08/01/2003 - 05/13/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/11/1991 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/25/1983 - 02/12/1991
GARY GOLDBERG & CO., INC. (SUFFERN NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Orazio is the right advisor for you? Invested Better is here to help.