Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A. Pouliot is a financial advisor registered with Ameriprise Financial Services, LLC. Paul has been in the financial services industry since 1996. Paul is registered in 25 states, including New Hampshire, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, Tennessee, Utah, Vermont, Virginia, and Washington. Paul holds the Series 7, Series 24, and Series 63 licenses. Paul also holds the SIE license. Ameriprise Financial Services, LLC is a registered investment advisor with offices in Minneapolis, Minnesota. Ameriprise Financial Services, LLC manages over $479 billion in assets for individuals, families, businesses, and institutions.
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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NH
07/15/2013 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
MN
06/21/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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