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Paul R. Nardella

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CRD#: 4989338
PN

Professional summary


Paul Robert Nardella was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Paul Robert Nardella was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2005. Paul had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2012 - March 13, 2013

DALTON STRATEGIC INVESTMENT SERVICES INC.

BD
CRD#: 23485
WARWICK, NY
Past

May 18, 2012 - October 4, 2012

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
MELVILLE, NY
Past

April 27, 2012 - April 30, 2012

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

December 12, 2011 - April 27, 2012

CAPE SECURITIES INC.

BD
CRD#: 7072
NANUET, NY
Past

June 20, 2011 - July 5, 2011

OPPENHEIMER & CO. INC.

BD
CRD#: 249
JERICHO, NY
Past

May 27, 2009 - September 14, 2009

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
MELVILLE, NY
Past

May 14, 2008 - August 27, 2008

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
MELVILLE, NY
Past

August 12, 2005 - July 24, 2007

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
HUNTINGTON, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DS
DALTON STRATEGIC INVESTMENT SERVICES INC.
DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485 / SEC#: , 8-40545

BD
Terminated by SEC on 03/30/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 05/19/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DALTON, STEVEN MARKCHIEF COMPLIANCE OFFICER1059214
DALTON, STEVEN MARKPRESIDENT1059214

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485

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