Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulette? Claim Your ProfilePaulette Ann Retsinas is a financial professional with over 30 years of experience in the industry. Paulette is currently registered with Osaic Institutions, Inc. in Connecticut and Rhode Island. Paulette's previous experience includes time with CCO INVESTMENT SERVICES CORP. in Mystic, CT, CORELINK FINANCIAL, INC. in St. Cloud, MN, ROYAL ALLIANCE ASSOCIATES, INC. in Scottsdale, AZ, ERIE SECURITIES CORPORATION, and PSI SECURITIES CORPORATION. Paulette specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. Paulette also has a background in solicitation services for other advisors and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
CT
07/05/2006 - Present
Osaic Institutions, Inc. (PAWCATUCK CT)
CT
01/02/1997 - 07/07/2006
CCO INVESTMENT SERVICES CORP. (MYSTIC CT)
MN
07/18/1994 - 12/31/1996
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
AZ
12/14/1990 - 07/15/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/04/1988 - 12/31/1990
ERIE SECURITIES CORPORATION
NA
03/14/1985 - 12/15/1987
PSI SECURITIES CORPORATION
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/25/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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