Unclaimed
Paul Christopher Trobiani is a financial advisor with J.P. Morgan Securities LLC. Paul has been in the securities industry since April 2009. Paul is registered with FINRA as a Registered Representative and has held a Series 66 license since March 2009. Paul has several other licenses including Series 7, Series 9, Series 10, and Series 24. Paul has a strong track record of success in the financial services industry. Before joining J.P. Morgan Securities LLC, Paul worked for Ameriprise Financial Services, Inc. and New England Securities.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MN
10/04/2024 - Present
J.p. Morgan Securities LLC (Plymouth MN)
MN
05/10/2010 - 06/16/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/06/2009 - 05/05/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
BOTH
Issued 03/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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