Adam Paganetti (CRD# 4940988) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in North Massapequa, NY and has over 18 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 4896689
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | North Massapequa, NY | Apr 2018 - Current | 6 |
| Pfs Investments Inc. | Glen Cove, NY | Mar 2005 - May 2018 | 13 |
| Primerica Financial Services | Glen Cove, NY | Oct 2003 - May 2018 | 14 |
| Pfs University | Lindenhurst, NY | Jan 2001 - Mar 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NY
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Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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