Paulette RetsinasCRD Number: 1291691
Current Firm: Infinex Investments, Inc.
Paulette Retsinas (CRD# 1291691) is an Investment Advisor Representative working at Infinex Investments, Inc. in Pawcatuck, CT and has over 29 years of experience in the finance industry. Paulette Retsinas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
|Chelsea Groton Savings Bank||Norwich, CT||Jul 2006 - Current||11|
|Infinex Investments, Inc.||Norwich, CT||Jul 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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)
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