Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alongi is a financial advisor associated with Mutual of Omaha Investor Services, Inc. Paul has over 7 years of experience in the financial services industry. Paul is currently registered in Florida and specializes in offering investment advisory services. Paul's focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals. Paul is committed 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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
FL
07/12/2022 - Present
Mutual OF Omaha Investor Services, Inc. (FORT MYERS FL)
FL
05/16/2022 - 06/13/2022
PRINCIPAL SECURITIES, INC. (Cape Coral FL)
FL
06/29/2015 - 05/16/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FORT MYERS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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