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Paul M.

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Queensbury, NY 12804

Male ( Age 61 )

Member since:02/2015

Rates from $35 to $50

I can perfom tutoring:

On-line
In-home
Group

Will travel up to 50 miles

Additional Policies:

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About Me

Experience Summary

After receiving an MBA in Finance in 1988 I was immediately hired by IDS Investments and began a career as a financial advisor. Not long after, I began financing and managing start-up small companies. My focus in the past few years has been as a traditional investment advisor until recently when I transitioned to focusing on retirement plans for employees in the educational and medical fields.

Credentials

Type	Level	Year	Title	Issued By
Degree	Masters	1988	MBA Finance	Iona College
Degree	Bachelors	1986	BBA Management	Iona College
Certification	Series 7	2012	General Securities Representative	FINRA
Certification	Series 66	2012	Uniform Combined Investment	FINRA
Certification	Series 31	2012	Futures Managed Funds	FINRA
Certification	NYS Life & Health	2012	Licensed NYS Life & Health Agent	NYS Dept. Financial Services