Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paolucci is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has over 10 years of experience in the financial industry. Michael is registered with the state of New York and 27 other states. Michael holds the Series 63, 65, 7 and SIE licenses. Michael specializes in providing financial planning, portfolio management, and educational seminars. Michael has been with Fidelity Personal And Workplace Advisors since August 2019. Michael also previously worked at TD Ameritrade and Merrill Lynch.
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.
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2
NY
03/12/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
03/30/2017 - 08/16/2019
TD AMERITRADE, INC. (NEW YORK NY)
NY
05/23/2014 - 03/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
04/19/2013 - 05/06/2014
CRAIG SCOTT CAPITAL, LLC (UNIONDALE NY)
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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