Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Annibale Colone is a financial professional with over 27 years of experience in the industry. Paul is a registered representative with D.a. Davidson & Co., a firm with a strong reputation in the financial services industry. Paul has a wide range of experience, having previously worked at AlanTRA, LLC. Paul holds a variety of licenses and certifications, including Series 7, 62, 63, 24, and 14, demonstrating a strong commitment to professional development and compliance. Paul is a dedicated professional with a commitment to helping clients achieve their financial goals.
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.
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
MA
01/16/2024 - Present
D.a. Davidson & Co. (BOSTON MA)
MA
05/09/1996 - 01/03/2024
ALANTRA, LLC (Boston MA)
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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