Unclaimed
Paul Andrew Nassar is an active financial advisor and has been in the financial services industry since February 1988. Paul has a strong presence in the state of Michigan, where Paul holds both broker-dealer and investment advisor registrations. Paul currently works with Ameriprise Financial Services, LLC and is registered with the state of Delaware, Michigan, Rhode Island, Virginia and Washington. Paul works from the firm’s Troy, Michigan office. Paul’s firm specializes in financial planning, portfolio management, and educational seminars for 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.
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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2
MI
11/22/2022 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
02/24/1988 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHELBY TOWNSHIP MI)
BOTH
Issued 05/24/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1988
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 10/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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