Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paolo? Claim Your ProfilePaolo Bagnato is a financial advisor with Morgan Stanley. Paolo has been in the financial services industry since March 4, 1994. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been a licensed agent since September 15, 1994. Paolo specializes in portfolio management for individuals and businesses, as well as financial planning. He has a series 6, 7, 24, 63, 65 and 66 license, and is registered in 25 states. Paolo has a strong track record of success in helping clients achieve 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/02/2022 - Present
Morgan Stanley (Purchase NY)
NY
10/01/2000 - 05/06/2013
WELLS FARGO ADVISORS, LLC (ARMONK NY)
NC
04/24/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OH
03/17/1994 - 04/18/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
02/28/1994 - 03/31/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 10/18/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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