Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Paganelli is a registered investment advisor representative with United Advisors America. Aubrey has been in the industry since September 2011. Aubrey is registered with the state of Texas, Florida, Indiana, Kentucky, Louisiana, Minnesota, Ohio, Pennsylvania, California and Washington. Aubrey is licensed to provide financial planning, pension consulting and portfolio management for individuals. Aubrey specializes in providing financial services to individuals and high net worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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TX
05/20/2024 - Present
United Advisors America (PROSPER TX)
IA
Issued 01/16/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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