Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulino? Claim Your ProfilePaulino Medina is a financial advisor registered with Capital Client Group, Inc. Paulino has been in the industry since 2008. Paulino Medina holds the Series 6, 7TO, and 63 securities licenses and has been registered with the state of Arizona, California and Texas. Paulino Medina's previous experience includes Prudential Annuities Distributors, Inc and Chase Investment Services Corp.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
08/20/2019 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CT
05/19/2011 - 08/19/2019
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
09/04/2008 - 05/03/2011
CHASE INVESTMENT SERVICES CORP. (DANBURY CT)
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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