Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Paolo is an investment advisor representative with Fidelity Personal And Workplace Advisors. Anthony has been in the industry since 2019 and has been registered with Fidelity Personal And Workplace Advisors since 2022. Anthony has Series 63, Series 7TO and SIE securities licenses. Anthony has been registered with the state of Rhode Island since 2019. Anthony has been registered with the state of Texas since 2022. Anthony has been registered with the state of Alabama since 2022. Anthony has been registered with the state of Alaska since 2022. Anthony has been registered with the state of Arizona since 2022. Anthony has been registered with the state of Arkansas since 2022. Anthony has been registered with the state of California since 2022. Anthony has been registered with the state of Colorado since 2022. Anthony has been registered with the state of Connecticut since 2022. Anthony has been registered with the state of Delaware since 2022. Anthony has been registered with the state of District of Columbia since 2022. Anthony has been registered with the state of Florida since 2022. Anthony has been registered with the state of Georgia since 2022. Anthony has been registered with the state of Hawaii since 2022. Anthony has been registered with the state of Idaho since 2022. Anthony has been registered with the state of Illinois since 2022. Anthony has been registered with the state of Indiana since 2022. Anthony has been registered with the state of Iowa since 2022. Anthony has been registered with the state of Kansas since 2022. Anthony has been registered with the state of Kentucky since 2022. Anthony has been registered with the state of Louisiana since 2022. Anthony has been registered with the state of Maine since 2022. Anthony has been registered with the state of Maryland since 2022. Anthony has been registered with the state of Massachusetts since 2022. Anthony has been registered with the state of Michigan since 2022. Anthony has been registered with the state of Minnesota since 2022. Anthony has been registered with the state of Mississippi since 2022. Anthony has been registered with the state of Missouri since 2022. Anthony has been registered with the state of Montana since 2022. Anthony has been registered with the state of Nebraska since 2022. Anthony has been registered with the state of Nevada since 2022. Anthony has been registered with the state of New Hampshire since 2022. Anthony has been registered with the state of New Jersey since 2022. Anthony has been registered with the state of New Mexico since 2022. Anthony has been registered with the state of New York since 2022. Anthony has been registered with the state of North Carolina since 2022. Anthony has been registered with the state of North Dakota since 2022. Anthony has been registered with the state of Ohio since 2022. Anthony has been registered with the state of Oklahoma since 2022. Anthony has been registered with the state of Oregon since 2022. Anthony has been registered with the state of Pennsylvania since 2022. Anthony has been registered with the state of Puerto Rico since 2022. Anthony has been registered with the state of South Carolina since 2022. Anthony has been registered with the state of South Dakota since 2022. Anthony has been registered with the state of Tennessee since 2022. Anthony has been registered with the state of Utah since 2022. Anthony has been registered with the state of Vermont since 2022. Anthony has been registered with the state of Virgin Islands since 2022. Anthony has been registered with the state of Virginia since 2022. Anthony has been registered with the state of Washington since 2022. Anthony has been registered with the state of West Virginia since 2022. Anthony has been registered with the state of Wisconsin since 2022. Anthony has been registered with the state of Wyoming since 2022. Anthony is a registered representative of FINRA and is also a registered investment advisor representative. Anthony offers advisory services for individuals, businesses and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
RI
01/06/2025 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
09/21/2019 - 05/14/2021
NYLIFE SECURITIES LLC (JOHNSTON RI)
BC
Issued 10/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Anthony Paolo is the right advisor for you? Invested Better is here to help.
