Paul PetronelliCRD Number: 3138832
Current Firm: Voya Financial Advisors, Inc.
Paul Petronelli (CRD# 3138832) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Dartmouth, MA and has over 18 years of experience in the finance industry.
Four Ponds Financial Planning
Oppenheimer & Company Inc.
Msi Financial Services, Inc.
|Voya Financial Advisors||Des Moines, IA||Sep 2014 - Current||2|
|The Dick Melloni Youth Foundation||Wareham, MA||Jan 2009 - Current||7|
|Ing Financial Partners, Inc.||Des Moines, IA||Feb 2009 - Sep 2014||5|
|Aig Financial Advisors, Inc.||Darthmouth, MA||Mar 2006 - Feb 2009||2|
|Householder Group||Darthmouth, MA||Feb 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2000|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV