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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 Anthony Finocchiaro is a financial advisor with Prosperity Capital Advisors. Paul Anthony Finocchiaro has been in the industry for over two decades and has experience with a variety of financial institutions. Paul Anthony Finocchiaro specializes in portfolio management for individuals, businesses, and charitable organizations. Paul Anthony Finocchiaro holds the Certified Financial Planner (CFP) designation. In addition to his financial advisory role, Paul Anthony Finocchiaro is also a licensed insurance agent and conducts financial literacy seminars.
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.
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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FL
04/05/2024 - Present
Prosperity Capital Advisors (Bradenton FL)
FL
08/10/2012 - 04/06/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/26/2008 - 08/21/2012
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
MA
08/10/2007 - 02/20/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
AZ
09/15/2004 - 09/11/2006
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
03/11/2003 - 08/31/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
07/06/2000 - 11/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/2000 - 11/14/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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