Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Savona is a financial advisor with Ameriprise Financial Services, LLC. Paul has been working in the financial industry since June 14, 1990. Paul has a strong background in financial planning, investment management, and retirement planning. Paul also holds Series 6, 7, 26, 63, and 65 licenses.
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
CT
11/04/2020 - Present
Ameriprise Financial Services, LLC (New Haven CT)
CT
11/11/2013 - 10/08/2020
CETERA ADVISOR NETWORKS LLC (NEW HAVEN CT)
CT
01/23/2006 - 11/08/2013
HARVEST CAPITAL LLC (OLD SAYBROOK CT)
CT
06/13/1990 - 01/26/2006
METLIFE SECURITIES INC. (ROCKY HILL CT)
CT
06/13/1990 - 01/26/2006
METROPOLITAN LIFE INSURANCE COMPANY (ROCKY HILL CT)
IA
Issued 06/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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