Paul Kenneth Isaac

Current Employers

Employment History

• 04/2011 → Present
  Paramount Settlement Planning, Llc
  West Seneca, NY
• 02/2011 → Present
  Precision Lien Resolution, Llc
  West Seneca, NY
• 06/2013 → 09/2020
  Securities Services Network
  West Seneca, NY
• 09/2020 → Present
  Securities America, Inc.
  Buffalo, NY
• 09/2020 → Present
  Securities America Advisors
  Buffalo, NY
• 06/2013 → 09/2020
  Ssn Advisory, Inc
  West Seneca, NY

Previous Registrations

• 2021-08-23 → 2023-12-31
  Paramount Wealth Advisors
  Buffalo, NY
• 2021-08-19 → 2021-08-31
  Securities America Advisors, Inc.
  Buffalo, NY
• 2011-01-20 → 2012-01-12
  Equitable Advisors, Llc
  West Seneca, NY
  Williamsville, NY
  West Seneca, NY

Other Businesses

***INVICTUS ADVISORY SERVICES POSITION: Manager NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2020 ADDRESS: 4134 Seneca Street, West Seneca NY 14224, United States DESCRIPTION: DBA for Advisory Services offered though Securities America Advisors ***NEW YORK STATE TRIAL LAWYERS POSITION: one of 100 board Members NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2016 ADDRESS: 132 Nassau Street, New York NY 10038, United States DESCRIPTION: From time to time I will attend board meetings ***PETER JOHNSON FINANCIAL SERVICES POSITION: shared registered rep NATURE: Advisor who I have shared cases with INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/14/2014 ADDRESS: 531 Center Road, West Seneca NY 14224, United States DESCRIPTION: Pewter Johnson is another broker rep with Securities Service Network. I work with him and have a split rep code with SN . He is also my current OSJ. ***JAWORSKI AND GIACCOBE LLC POSITION: of counsel NATURE: Of counsel to a law firm INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2005 ADDRESS: 2988 William Street, Cheektowage NY 14227, United States DESCRIPTION: Occasionally (rarely) assist attorneys in litigation if help is needed ***SECURITIES AMERICA ADVISORS POSITION: N/A NATURE: Securities America Advisors Inc 12325 Port Grace Blvd. La Vista NE 68128 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/30/2020 ADDRESS: 12325 PORT GRACE BLVD, La Vista NE 68128, United States DESCRIPTION: We will use Securities America Advisors Inc. for the placement of assets under management ***PARAMOUNT SETTLEMENT PLANNING, LLC POSITION: Managing partner , 100% owner NATURE: 100% Ownership in a plaintiffs settlement planning company providing Structured settlements)(tax exempt single premium immediate or deferred annuity to personal injury victims who have settled their cases. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2003 ADDRESS: 4134 Seneca Street, West Seneca NY 14224, United States DESCRIPTION: I work plaintiff attorneys to provide their clients with guaranteed tax free periodic payments to protect their settlements from dissipation, while, at the same time providing a guaranteed tax-free revenue stream to substitute for the income they may have lost from their injuries .. ***PRECISION LIEN RESOLUTION LLC POSITION: Managing Partner owner NATURE: Attorney services firm INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2011 ADDRESS: 4134 Seneca Street, West Seneca NY 14224, United States DESCRIPTION: Our company specializes in preventing or reducing recovery claims against settlement proceeds for medical bills paid by state and federal agencies, private insurers and self-funded employer plans. DBA - Isaac Financial

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-14
• S66 Uniform Combined State Law Examination
  2015-10-26
• S63 Uniform Securities Agent State Law Examination
  1998-10-19

Other Names

• Paul K Isaac
• Paul Kenneth Isaac