Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fortini is a financial advisor with Raymond James & Associates, Inc. Paul has been in the financial services industry since 1981. Paul has held licenses with several firms over the years. Paul is currently registered with Raymond James & Associates, Inc., and the State of Massachusetts. Paul is a Series 7, Series 10, Series 9, and Series 63 licensed financial advisor and is active in the financial industry. Paul's primary office location is 7 NORTH STREET, SUITE 201, PITTSFIELD, MA 01201. Paul is a licensed financial advisor and may offer a wide range of investment products and services.
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.
Please see note in schedule d - miscellaneous
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
MA
11/16/2007 - Present
Raymond James & Associates, Inc. (PITTSFIELD MA)
MA
11/26/1986 - 11/21/2007
A. G. EDWARDS & SONS, INC. (GREAT BARRINGTON MA)
NA
01/30/1985 - 11/25/1986
DUNHILL INVESTMENTS LTD.
NA
02/09/1984 - 01/22/1985
J. W. GANT & ASSOCIATES, INC.
NA
02/17/1984 - 12/28/1984
J.D. COPPERFIELD, LTD.
NA
11/29/1983 - 02/25/1984
A.L.HAVENS SECURITIES, INC.
NA
09/14/1983 - 11/18/1983
BLINDER, ROBINSON & CO.,INC.
NA
07/07/1982 - 10/04/1983
CENTENNIAL STATE SECURITIES, INC.
NA
08/06/1981 - 06/09/1982
OTC NET INCORPORATED
BC
Issued 09/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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