Robert A Paoni, CFP

Overview

Robert A Paoni is an insurance agent, a registered representative and an investment adviser representative based in IL, with 22 years in the industry.

Years in the industry

22

States licensed

5

States registered

18

Carrier appointments

5

Contact

3 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 5 states
• Registered in 18 states

• Agent
• Producer
• Series 24
• Series 31
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Osaic Wealth, Inc.Current firm
• Sikich FinancialCurrent firm

Employment history since 2004

Carriers

5 active carrier appointments

Book and practice

Firm assets under management on file