Unclaimed
Christopher Paolella is a financial advisor who has been in the industry since 1996. He is currently registered with Invesco Advisers, Inc. in Atlanta, Georgia. Christopher is also registered with the state of Texas as an Investment Advisor Representative. He has a long history of working in the financial industry, having previously held positions at IMST Distributors, LLC, SunTrust Investment Services, Inc., One Orchard Equities, Inc., The Great-West Life Assurance Company, and Northwestern Mutual Investment Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
04/04/2018 - Present
Invesco Advisers, Inc. (ATLANTA GA)
GA
01/09/2015 - 02/01/2018
IMST DISTRIBUTORS, LLC (Atlanta GA)
GA
01/31/2002 - 06/27/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
CO
01/03/1997 - 03/14/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/24/1995 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
WI
09/14/1993 - 03/24/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
CO
12/05/1985 - 08/19/1993
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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