Paul Masalski is a ChFC-designated registered investment advisor, based in Phoenixville, PA, with 39 years of industry experience.
Location
Phoenixville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an independent insurance agent since 1998 and an investment advisor representative with Vicus Capital, Inc. since 2007, dedicating nearly full-time hours to the latter. He is also the President of Financial Growth Plans, Inc. and provides investment advisory services and financial planning through PFG Financial Advisors, Inc.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Vicus Capital, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Mony Securities CORP.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Sg Equities CorporationBroker
Radford Capital CorporationBroker
Investment Distributors INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.