| Advisor Profile |
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| Name: |
Paul Vineis |
| Phone Number: |
(614) 515-4289 |
| Website: |
Visit Website
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Business Description |
| Comprehensive Financial Services firm that helps you retain the wealth that you have worked to create. Additionally we help you to create more wealth in the most efficient way possible. |
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General Information |
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| Name of Broker/Dealer: |
Park Avenue Securities
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| States Licensed in: |
OH, IN, PA, IL, FL, NY, NT
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| States Willing to do Business in: |
OH, IN, PA, IL, FL, CO, KY, NY, NT
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| Years of Experience in Financial Services: |
33
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| Number of Years with Current Firm: |
24
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| Work Experience: |
Through a team of individuals we take a comprehensive financial approach to reviewing your private economy. We help our clients with retirement planning, education planning, money management. When looking at your picture we have to address your assets, your liabilities, the cashflow, and even your insurances.
The Team Leader that will be guiding you through your questions will be Ryan Puckett.
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| I work with the following types of clients: |
Businesses, Individual Investors, Affluents
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Services |
| Investment Types: |
Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Managed Money, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLUŽ), Life Underwriter Training Council Fellow (LUTCF)
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| Securities Licenses: |
Series 63, Series 6, Series 7, Series 24, Series 26
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Disability, Health, Life, Annuity
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
7000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
50000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Paul Vineis |
| Most Recent Update: |
12/01/2008 |
Frequently Asked Questions |
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