Paolo Marchetti (CRD# 2133536) is an Investment Advisor Representative working at 401k Engineers Inc. in Tracy, CA and has over 32 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4586809
Cetera Investment Advisers LLC
CRD# 5523884
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 401k Engineers Inc. | Tracy, CA | Jun 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2015 - Current | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2015 - Current | 8 |
| Park Avenue Securities | Roseville, CA | Jan 2014 - Sep 2015 | 1 |
| Guardian Life Ins | Roseville, CA | Nov 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$216,443
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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