Paul Prete's Location
New York, New York, United States
Paul Prete's Work
- Director of Advisor Relationships @ PenServ Plan Services, Inc.
- Vice President Director, Retirement Plans Markets @ Foresters Financial Services
- Senior Vice-President @ Foresters Financial Services
- Regional Manager @ Foresters Financial Services
- Division Manager @ Foresters Financial Services
- Registered Representitive @ Foresters Financial Services
Paul Prete's Education
- Southern Connecticut State University
B.S. ( Economics)
1974 - 1978 - Conard HS1974
Paul Prete's Skills
- Series 7
- Series 63
- Series 24
- Retirement
- Retirement Plan Consulting
- Investments
- Wealth Management
- Asset Allocation
- Variable Annuities
- Life Insurance
Paul Prete's Summary
Paul Prete, based in New York, New York, United States, is currently a Director of Advisor Relationships at Penserv Plan Services, bringing experience from previous roles at Foresters Financial Services. Paul Prete holds a 1974 - 1978 B.S. in Economics @ Southern Connecticut State University. With a robust skill set that includes Series 7, Series 63, Series 24, Retirement, Retirement Plan Consulting and more, Paul Prete contributes valuable insights to the industry. Paul Prete has 3 emails on RocketReach.
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