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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel James Paolino is a financial advisor who has been in the industry since 1999. He is currently registered with Cetera Investment Advisers LLC, a firm with over 423,000 client accounts and $104 billion in regulatory assets under management. Samuel has a broad range of experience with clients including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals, and charitable organizations. Samuel James Paolino is also registered with LPL Financial Corporation and SunAmerica Capital Services, Inc. He offers financial planning services, portfolio management for businesses and individuals, pension consulting, selection of other advisers, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/14/2011 - Present
Cetera Investment Advisers LLC (HADDON HEIGHTS NJ)
IL
04/24/2015 - 01/25/2016
LEGEND EQUITIES CORPORATION (Schaumburg IL)
PA
02/04/2009 - 05/03/2010
LPL FINANCIAL CORPORATION (WAYNE PA)
NJ
10/23/2007 - 01/30/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
11/01/2004 - 08/15/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RALEIGH NC)
CT
07/30/2002 - 09/20/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
10/21/1999 - 06/25/2002
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
NY
11/24/1998 - 06/18/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CT
05/27/1998 - 10/08/1998
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 02/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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