Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Altobelli is a financial advisor with over 30 years of experience in the financial services industry. Paul is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2021. Previously, Paul was with Ameriprise Financial Services, LLC from October 2009 to December 2021. Paul holds Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, and SIE licenses. Paul provides investment advice and portfolio management for a variety of clients including individuals, 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.
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
AZ
12/01/2021 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
10/05/2009 - 12/02/2021
AMERIPRISE FINANCIAL SERVICES, LLC (TUCSON AZ)
AZ
04/30/1992 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TUCSON AZ)
IA
Issued 07/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/12/1993
Series 4 - Registered Options Principal Examination
BC
Issued 07/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1992
Series 7 - General Securities 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
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