Paulette Retsinas, financial advisor Pawcatuck CT
96 score

Paulette Retsinas

CRD 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 28 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.

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Professional Designations
Company Name Location Dates Years
Chelsea Groton Savings Bank Norwich, CT Jul 2006 - Current 10
Infinex Investments, Inc. Norwich, CT Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Paulette A. Retsinas
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • RI
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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