Unclaimed
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 with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, IL. Samuel has been in the financial services industry since 1999. Samuel currently holds licenses in New Jersey and Pennsylvania. Cetera Investment Advisers LLC has been in business since 2007 and has over 6,600 employees. The firm manages over $104 billion in assets for individuals, businesses, and institutions.
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.
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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 2/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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