Paul Santone is a registered investment advisor, based in Mentor, OH, with 2 years of industry experience.
Location
7290 Lake Shore Blvd, Mentor, OH, 44060
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Regulatory History
Clean regulatory record
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 the owner and agent of Paul Santone's Insurance Agency, affiliated with State Farm, since May 2024. He spends about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
November 2023 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.Broker
November 2023 - Present · 2 yrs 8 mos
State Farm Investment Management CORP.
November 2023 - Present · 2 yrs 8 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.