Paul John Montefiore

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Newtown, PA
• 03/2017 → Present
  Mml Investors Services, Llc
  Newtown Square, PA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA

Previous Registrations

• 2016-02-12 → 2017-12-31
  Newsquare Capital, Llc
  Newtown Square, PA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2012-04-25 → 2015-01-02
  New England Securities
  Newtown Square, PA

Other Businesses

1) Name: Paul Montefiore Inv rel: Y Add: 16 campus Blvd Newtown Square, PA 19073 Nature: Outside Insurance Business Position: Agent Start date: 10/2012 No Hrs/Mo: 1 No Hrs/Mo during sec trading: 1 Describe duties: Individual Life, Property/Casualty, Group Health. 2) Name: Paul Montefiore Inv Rel: Y Add: 16 Campus Blvd Newtown Square PA 19073 Nature: Outside Insurance Business Position: Agent Start: 6/1/2021 No Hrs/Mo: 1 No Hrs/Mo during sec trading: 1 Describe duties: Life Settlements. 3) Name: Misty Mtn. Properties LLC Inv Rel: Y Add: 16 Campus Blvd Newtown Square PA 19073 Nature: Realtor/Real Estate Position: Owner/Member Start: 3/1/2021 No Hrs/Mo: 5 No Hrs/Mo during sec trading: 0 Describe duties: Part owner of LLC for buying/selling/renting real estate. 4) NAME: MONTEFIORE CONSULTING LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/01/2024 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 30 DESCRIBE DUTIES: THE LLC WAS CREATED AS A PASS THROUGH FOR INCOME AS ADVISED BY MY ACCOUNTANT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-02
• S63 Uniform Securities Agent State Law Examination
  2009-10-13

Designations

Other Names

• Paul Montefiore