Paul Genoese is a registered investment advisor, based in Erial, NJ, with 29 years of industry experience.
Location
17 Red Bank Drive, Erial, NJ, 08081
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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 a partner in a real estate land holding company and sells equity index annuities through Avantax. He also works as an independent insurance agent and insurance sales agent, dedicating about half of his time to Brandywine Benefits Group and minimal time to his own insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
L.C. Wegard & CO., INC.Broker
State Registrations5 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.