Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Sylvia is an investment advisor representative at Ameriprise Financial Services, LLC. Paul has been in the securities industry since October 26, 2016. Paul has earned the Series 3, 6, 7, 63, 65, and 66 licenses and has a Chartered Financial Analyst designation. Paul's previous experience includes roles at Aon Securities Inc., 303 Securities, LP, Northwestern Mutual Investment Services, LLC, and UVEST Financial Services Group, Inc. Paul is registered to provide investment advice in 42 states.
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
IL
05/28/2024 - Present
Ameriprise Financial Services, LLC (Gurnee IL)
IL
01/11/2023 - 11/01/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)
IL
10/15/2020 - 11/10/2022
303 SECURITIES, LP (CHICAGO IL)
IL
04/06/2016 - 11/30/2018
AON SECURITIES INC. (CHICAGO IL)
NC
05/30/2003 - 01/23/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IL
08/19/1999 - 06/22/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 02/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/02/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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