Paul Otto Gelormini

Current Employers

Employment History

• 03/2010 → 01/2019
  Liberty Group, Llc
  Oakland, CA
• 01/2019 → Present
  Promontory Financial Planning,Llc
  Farmington, UT
• 09/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/1995 → Present
  Gelormini Fianancial
  Los Altos, CA

Previous Registrations

• 2018-05-17 → 2019-01-22
  Liberty Wealth Management, Llc
  Oakland, CA
• 2010-03-26 → 2018-10-10
  Liberty Group, Llc
  Los Altos, CA
  Oakland, CA
  Oakland, CA
  Los Altos, CA
• 2008-12-26 → 2010-03-30
  Securities America Advisors, Inc.
  Los Altos, CA
• 2002-03-05 → 2008-12-31
  Eplanning Advisors Inc
  Los Altos, CA

Other Businesses

(1) Gelormini Financial; investment related; 4966 El Camino Real #121 Los Altos CA 94022; Provide Financial Advisory &wealth management services; business owner, Financial Advisor; 04/15/1995; 160 hours a month; 100 trading hours a month; Dually registered as an RIA Affiliate and a FINRA registred rep as well as holding an active insurance license for Life and Health from the state of CA "Gelromini Financial: is the DBA that wraps all three financial capabilities into one comprehensive service. Duties include working closely with individuals in planning for retirement and other goals-based financial objectives by using a multitude of financial services, investment vehicles, and asset management strategies. Official title is "Financial Advisor" but a common industry term to describe the role is "private wealth management" using mostly traded securities to assist clients in their efforts to attain aa goal or objective - where appropriate, insurance products and some hour project work belled as a fee will also be utilized. (2) Fixed Insurance; investment related; 4966 El Camino Real #121 Los Altos, CA 94022; Insurance products recommended where appropriate; licensed insurance agent; 06/1994; 2 hours a month, 2 trading hours a month; research and recommend fixed insurance products on an as needed basis. Past Product recommendations included fixed annuities and Fixed indes annuities and come Life Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-28
• S63 Uniform Securities Agent State Law Examination
  1995-06-15

Other Names

• Paul Gelormini