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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Marasciullo is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the industry since March 1986. He has a wide range of experience, having worked with various firms including Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and UBS Financial Services Inc. Paul provides financial planning and portfolio management services to individuals and businesses. Paul holds Series 7, 63, 65, 24, 3, 31, 6TO, and SIE licenses. He is also a Certified Financial Planner.
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
NY
12/11/2019 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
04/17/2009 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
05/29/2007 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE CENTRE NY)
NY
12/12/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROCKVILLE CENTRE NY)
NJ
08/03/2001 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/01/1992 - 08/07/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
12/02/1994 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
03/11/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
09/18/1989 - 03/04/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/20/1988 - 10/18/1989
J. T. MORAN & CO., INC.
NA
02/02/1987 - 05/21/1988
SHERWOOD CAPITAL, INC.
NA
03/19/1986 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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