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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sebastian Paolella is a registered Investment Advisor Representative associated with Corient, with an office located in Boston, Massachusetts. John Paolella has been working in the financial services industry since 1994. John Paolella holds the Series 7 and Series 65 licenses and is licensed to provide investment advisory services in the state of Massachusetts. John Paolella has a total of 19 years of industry experience, with previous employment at CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, and GOLDMAN, SACHS & CO.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
10/12/2023 - Present
Corient (Boston MA)
NY
01/01/2001 - 11/21/2002
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NJ
07/09/1996 - 01/01/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/10/1994 - 07/25/1994
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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