Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Christopher Verderese is a financial advisor with over 40 years of experience in the industry. Paul is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. Paul has previously worked with Ameriprise Financial Services, Inc. and American Express Financial Corporation, and is currently registered with Commonwealth Financial Network. Paul's current practice is located at 492 Washington Street in Auburn, MA. Paul specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/28/2008 - Present
Commonwealth Financial Network (Auburn MA)
MA
09/19/1983 - 10/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (AUBURN MA)
NA
09/19/1983 - 05/11/1995
AMERICAN EXPRESS FINANCIAL CORPORATION
MN
08/19/1983 - 05/11/1995
AMERICAN EXPRESS FINANCIAL CORPORATION (MINNEAPOLIS MN)
BC
Issued 09/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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