Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paolo? Claim Your ProfilePaolo Daniel Ferretti is a financial advisor with Creative Planning. Paolo has been in the industry since 2010. Paolo has a Series 7 license. Paolo is a Certified Financial Planner. Paolo is currently registered with the states of New York and Texas. Paolo was previously registered with LPL Financial LLC.
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.
1
2
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
CA
02/02/2011 - 08/19/2013
LPL FINANCIAL LLC (SAN FRANCISCO CA)
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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