Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Agliano is a financial advisor with over 20 years of experience in the financial services industry. Paul has held various positions at reputable firms such as Morgan Stanley, Citigroup Global Markets Inc., and SunTrust Investment Services, Inc. Paul is currently registered with Wells Fargo Clearing Services, LLC in Florida. Paul provides investment consulting services to both institutional and individual clients.
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.
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.
Investment consulting services to institutional clients
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
FL
06/24/2022 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
FL
05/31/2022 - 07/05/2022
LPL FINANCIAL LLC (TAMPA FL)
FL
03/02/2019 - 03/30/2021
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
06/01/2009 - 03/04/2019
MORGAN STANLEY (TAMPA FL)
FL
10/30/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
10/07/2005 - 10/07/2008
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
CA
04/06/2005 - 10/03/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
07/19/2004 - 03/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
05/17/2001 - 08/04/2003
J. P. MORGAN INVEST, LLC (BOSTON MA)
MN
08/28/2000 - 05/16/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/2000 - 05/16/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
03/15/1996 - 11/04/1997
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
NY
01/04/1996 - 02/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/03/1996 - 02/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MA
05/18/1994 - 12/02/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/18/1994 - 12/02/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Agliano is the right advisor for you? Invested Better is here to help.
