Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Concetta Brancato is a financial professional with over 20 years of experience in the financial services industry. Paula has a diverse background in financial planning, investment management, and insurance. She has held positions at several prominent financial institutions, including Northwestern Mutual Investment Services, LLC, and MML Investors Services, LLC. Paula is currently a Registered Representative with MML Investors Services, LLC, and is licensed to sell securities in multiple states. Paula is also a Certified Financial Planner, demonstrating her commitment to providing comprehensive financial advice to her clients. She is committed to helping her clients achieve their financial goals through personalized financial planning and investment strategies.
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
09/20/2018 - Present
MML Investors Services, LLC (New York NY)
NY
11/06/2009 - 07/18/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
VA
01/05/2009 - 10/28/2009
ALPHA OMEGA CAPITAL SECURITIES, LLC (GLEN ALLEN VA)
NA
04/16/1990 - 11/17/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
07/25/1987 - 03/08/1988
MORGAN STANLEY MARKET PRODUCTS INC.
NA
10/22/1985 - 03/05/1988
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Paula Brancato is the right advisor for you? Invested Better is here to help.
