Paul Restante (CRD# 1214619) is an Investment Advisor Representative working at Onegroup Wealth Partners, Inc. in Bradenton, FL and has over 36 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onegroup Wealth Partners, Inc. | Bradenton, FL | Feb 2020 - Current | 4 |
| Lpl Financial LLC | Bradenton, FL | Feb 2018 - Current | 6 |
| Community Bank, Na Trust Division | Syracuse, NY | Apr 2009 - Current | 15 |
| Invest Financial Corporation | Dewitt, NY | Jan 2011 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- FL
-
Total Assets Under Management93MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$323,520
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, NH, NY, SD, TX, VT
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