Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paola? Claim Your ProfilePaola Tomassini is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Paola is a veteran in the financial industry, with over 20 years of experience. Paola has held prior registrations with BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC. Paola specializes in offering investment advice to a wide range of clients, including individuals, corporations, and institutions. Paola is dedicated to helping clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
03/05/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
AZ
07/12/1999 - 02/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHANDLER AZ)
CA
04/16/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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