Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paolo? Claim Your ProfilePaolo Maressa-yamamoto is a financial advisor with Ameriprise Financial Services, LLC. Paolo has been working in the financial services industry since 2012 and is registered in 30 states. Paolo has a strong background in financial planning, portfolio management, and asset allocation. Paolo specializes in working with high-net-worth individuals, trusts, estates, insurance companies, and pension and profit-sharing plans.
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.
Asset allocation services
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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NV
01/26/2021 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
NV
05/22/2017 - 01/26/2021
MORGAN STANLEY (LAS VEGAS NV)
PA
11/19/2013 - 03/31/2014
PNC INVESTMENTS (PITTSBURGH PA)
NV
03/05/2012 - 11/05/2013
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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