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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 an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with an active status. Paul has been in the industry since February 6, 2002 and is registered with both FINRA and the state of Texas. Paul has experience with various investment strategies and has successfully worked with a range of client types, including individuals, corporations, charitable organizations, and pension plans. Paul is committed to providing clients with personalized investment advice and guidance. Prior to joining Merrill Lynch, Paul was affiliated with Fidelity Brokerage Services LLC and Commonwealth Financial Network.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
06/26/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
NH
04/24/2008 - 08/08/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
07/25/2007 - 02/29/2008
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
10/10/2005 - 04/12/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
RI
12/18/2001 - 09/09/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
06/20/2001 - 11/29/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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