Paul Ziolkowski, financial advisor Wakefield MA
70 score

Paul Ziolkowski

CRD Number: 5996755
Current Firm: Axa Advisors, LLC

Paul Ziolkowski (CRD# 5996755) is an Investment Advisor Representative working at Axa Advisors, LLC in Wakefield, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jan 2012 - Current 4
Greater Metropolitan Real Estate Malden, MA May 2010 - Jul 2012 2
W Hotel Boston, MA Oct 2009 - Jun 2010 < 1
Ritz Carlton Hotel Company Boston, MA Apr 2008 - Oct 2009 1
Ruth's Chris Steak House Providence, RI Oct 2006 - Mar 2008 1
Unemployed Melrose, MA Aug 2006 - Sep 2006 < 1
Red Stripe Providence, RI Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paul Ziolkowski
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
70

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