Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Hill Passerallo is a financial advisor with Raymond James & Associates, Inc. Paige has been in the industry since October 7, 2004. Paige is registered to provide investment advice in North Carolina and Texas. Paige has passed the Series 6, 7, 63 and 66 exams and holds the Chartered Financial Consultant designation. Paige previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UVEST Financial Services Group, 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
03/11/2022 - Present
Raymond James & Associates, Inc. (Charlotte NC)
NC
10/22/2004 - 09/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/07/2004 - 09/20/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 11/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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