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50,030 Results
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Paul Richard Salierno is a registered representative with Lord, Abbett & Co. LLC, a firm based in Jersey City, NJ. Paul has been in the industry since 2011 and has passed the Series 66, Series 7, and SIE exams. Paul is licensed in New Jersey, New York, North Carolina, and Virginia. The firm specializes in providing investment advisory services to individuals, businesses, pooled investment vehicles and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Voya Investment Management Co. LLC

location

NEW YORK, NY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Paul Folger Schemel is a financial advisor registered with Voya Investment Management Co. LLC. Paul has been working in the financial services industry since January 2014. Paul holds Series 63, 66 and 7 securities licenses as well as the SIE. Paul is registered to offer investment advice in Alaska, Arizona, California, Hawaii, Idaho, Nevada, New Mexico, Oregon, Texas, Utah and Wyoming. Previous employers include ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC and RFS PARTNERS.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Paul Patrick Ryan is a licensed investment advisor representative with Lido. Paul has been in the industry since April 2013. Paul's primary office is located in Los Angeles, California. Paul has also previously worked at Investment Security Corporation and Morgan Stanley & Co. LLC. Paul has passed the Series 66, SIE and Series 7 exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

BLOOMFIELD, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Paul Andrew Mucci is a registered investment advisor representative with RBC Capital Markets, LLC. Paul has been in the financial services industry for over 10 years and has a strong background in investment management. Paul is registered to provide investment advice in various states and specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Siesta Key, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Douglas Buskey is a financial advisor who has been in the industry since 1983. Paul is a registered representative with Robert W. Baird & Co. Inc. Paul has a wide range of experience in the financial services industry. Paul is also registered as an investment advisor representative in Florida and Texas. Paul is committed to providing his clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Zumbrota, MN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Paul Luverne Peterman has been working in the financial industry since November 1996. Currently, Paul is an investment advisor representative for RBC Capital Markets, LLC. Paul holds registrations as a Registered Representative and Investment Advisor Representative in Minnesota and Texas, along with licenses for Securities Industry Essentials (SIE) and General Securities Representative (Series 7), and Uniform Securities Agent State Law (Series 63) and Uniform Investment Adviser Law (Series 65). Paul has previously worked for Morgan Stanley, Citigroup Global Markets Inc., Raymond James Financial Services, Inc., CUSO Financial Services, L.P. and Financial Network Investment Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

WEST PALM BEACH, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Paul Michael Mahoney is a financial professional with over 6 years of experience in the industry. Paul is currently registered with Goldman Sachs & Co. LLC in West Palm Beach, Florida. Paul previously worked at Goldman Sachs & Co. LLC in Chicago, Illinois and State Street Global Advisors Funds Distributors, LLC in Boston, Massachusetts. Paul has a strong background in securities, having earned their Series 7, Series 63 and SIE licenses. Paul specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Selection of Other Advisers and Educational Seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Punch & Associates Investment Management, Inc. | CFA ® (Certifications)

location

Edina, MN

0 Disclosures

ADVISOR BIO

Paul Trueman Dwyer is an investment advisor representative with Punch & Associates Investment Management, Inc. in Edina, MN. Paul has been in the industry since January 2017 and has a designation as a Chartered Financial Analyst. Paul is registered with the state of Minnesota. Paul is an active investment advisor representative. Paul specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

DES PLAINES, IL

0 Disclosures

ADVISOR BIO

Paul Linzer is an Investment Advisor Representative associated with Invesco, LLC, in Des Plaines, Illinois. Paul is a Series 65 licensed Investment Advisor Representative and has been active in the industry since January 1990.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Paul Thomas Prikos is a registered investment advisor representative with Nuveen Asset Management, LLC. Paul has been in the securities industry since October 1, 2022. Paul is registered with the state of Illinois and 52 other states. Paul is Series 66, Series 7TO, and SIE licensed. Paul specializes in providing financial advice to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles

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