Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Daniel Aragona is an investment advisor representative with LPL Financial LLC. Paul has been in the industry since August 1999 and has a wide range of experience in both the securities and investment advisory businesses. Paul is registered in multiple states and holds several licenses including Series 7, Series 63, and Series 65. Paul has previously worked for Investment Professionals, Inc. and Edward Jones.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
05/31/2013 - Present
LPL Financial LLC (LAFAYETTE LA)
LA
01/08/2002 - 10/31/2008
INVESTMENT PROFESSIONALS, INC. (ST. MARTINVILLE LA)
MO
08/14/1999 - 01/10/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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