Paul Joseph Salerno

Current Employers

Employment History

• 04/2015 → 04/2017
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 04/2015 → 04/2017
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA
• 06/2015 → 04/2017
  Beacon Pointe Wealth Advisors, Llc
  Newport Beach, CA
• 05/2017 → Present
  Massmutual Life Insurance Co
  Newport Beach, CA
• 05/2017 → Present
  Mml Investors Services, Llc
  Newport Beach, CA

Previous Registrations

• 2015-05-05 → 2017-03-30
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 2015-06-23 → 2017-03-30
  Beacon Pointe Wealth Advisors, Llc
  Newport Beach, CA
• 2014-09-30 → 2015-04-21
  Select Planning Group, Inc.
  Irvine, CA
  Irvine, CA
• 2004-09-24 → 2014-09-05
  Securian Financial Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2003-06-12 → 2004-07-08
  Kpmg Investment Advisors
  Los Angeles, CA
• 2002-01-29 → 2003-08-12
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Other Businesses

(1) Name: Paul Salerno Inv Rel: Y Add: Residential Nature:  Insurance Brokerage/Property and Casualty, Group Life, Group Health Position: Sales/Agent Start date: 08/25/2017 No. HR/MO: 2 No. HR/MO during sec trading: 1 (2) NAME: Paul J. Salerno INV REL: Y ADD: Residential NATURE: Insurance Brokerage/Property and Casualty POSITION: Agent START DATE: 12/01/2020 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 1 (3) Name: Entrepreneur Solutions Financial and Insurance Services, LLC Rel: Y Add: Residential Nature: Business Services (Staffing etc), advisory compensation will be paid to this LLC Position: Owner Start Date: 4/15/2022 No Hrs/Mo: 30No Hrs/Mo Dur Trading: 10 Duties: to provide business services such as associates, office supplies, office equipment etc. Advisory compensation will be paid to this LLC. (3) Name: Underdog Publishing Group LLC Inv Rel: Y Add: Residential Nature: to write and publish booked not associated with the financial services industry Position: Owner/Author Start Date: 1/29/2025 No Hrs/Mo: 1 No Hrs/Mo During Sec Trading: 0 Duties: A ghostwriter will write the book and I will coauthor (4) Name: Mount of Olives Church Inv Rel: N Add: 24851 Christana Drive Mission Viejo CA 92691 Nature: Lutheran Church Position: Foundation Trust Board Start Date: 2/1/2026 No Hrs/Mo:1 No Hrs/Mo During Sec Trading: 1 Duties: To spread the word to members of the church regarding the church's foundation (5) Name: Entrepreneur Solutions Financial and Insurance Services, LLC Inv Rel: Y Add: 4675 MacArthur Court, Ste 1050 Newport Beach CA 92660 Nature: Referral of small business ownership divestitures to investment bankers Position: Owner Start Date: 3/1/2026 No Hrs/Mo: 1 No Hrs/Mo During Sec Trading: 1 Duties: in course of providing advisory services to small business clients, there will be occasion where business owners express interest in divesting ownership at that time introduction will be made to investment bank

Exams

• S66 Uniform Combined State Law Examination
  2002-01-11

Other Names

• Paul Joseph Salerno
• Paul Salerno