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PL

Paul V. Lonigro

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CRD#: 735141
PL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Vincent Lonigro was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1981. Paul had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 51, Series 28 and Series 24 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 9, 2009 - December 31, 2012

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
WHEAT RIDGE, CO
Past

December 7, 2000 - August 31, 2009

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
ARVADA, CO
Past

November 2, 1998 - October 4, 2000

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

February 5, 1991 - November 9, 1998

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

October 18, 1988 - December 31, 1990

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 12, 1986 - October 8, 1988

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

February 14, 1984 - December 12, 1985

CONSOLIDATED INVESTMENT SERVICES, INC.

BD
CRD#: 7929
Past

June 4, 1983 - December 28, 1984

OSAIC FS, INC.

BD
CRD#: 3870
Past

February 18, 1983 - June 30, 1983

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

July 20, 1981 - March 16, 1982

J DANIEL BELL & COMPANY, INC.

BD
CRD#: 6615

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
IAR
Series 65
Date: 5/19/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 11/14/2000
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

Disclosures


Regulatory Event2

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


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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