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Paul Daniel Furcinito

Florek Financial, LLC

Duxbury, MA

CRD 2544828

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Employer firm

Florek Financial, LLC CRD 152235

$511M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florek Financial, Llc

46 Railroad Avenue Suite 201, Duxbury, MA 02332 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-09-14
  • MA RA
    APPROVED
    Since 2011-09-14

Branch Locations

46 Railroad Avenue Suite 201, Duxbury, MA 02332 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florek Financial, Llc Duxbury MA 11/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-19
S63 Uniform Securities Agent State Law Examination 1999-10-18
  • S65 Uniform Investment Adviser Law Examination
    2011-08-19
  • S63 Uniform Securities Agent State Law Examination
    1999-10-18

View on SEC IAPD

Nearby Firms

HIGH PINES WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

JIM MATTHEW GIBBONS
RAYMOND KEVIN MORRIS
RICHARD SCOTT WHELPLEY

Nearby Offices

HIGH PINES WEALTH MANAGEMENT LLC · DUXBURY, MA
LPL FINANCIAL LLC · DUXBURY, MA
LPL FINANCIAL LLC · DUXBURY, MA

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