Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Santino Paolucci is a financial advisor with Principle Wealth. Robert has been in the financial industry since 2001. Robert is a Certified Financial Planner™ professional and holds the Series 7, Series 9, Series 63 and Series 66 licenses. Robert specializes in providing wealth management services, financial planning, and pension consulting to individuals, families, and small businesses. Robert is also a registered investment advisor representative in the state of Connecticut and Texas. Prior to joining Principle Wealth, Robert was a Registered Representative at Essex 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CT
11/17/2017 - Present
Principle Wealth (MADISON CT)
CT
06/16/2009 - 11/29/2018
ESSEX FINANCIAL SERVICES, INC. (MADISON CT)
CT
03/31/2008 - 06/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ESSEX CT)
CT
01/24/2001 - 04/03/2008
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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