Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Digiallonardo is an investment professional with over 20 years of experience. Paul currently works at Charles Schwab & CO., Inc. and has held positions with other prominent firms such as Morgan Stanley and Barclays Capital Inc. Paul has passed a number of industry exams, including Series 3, 7, 9, 10, 63 and 65. Paul is registered to provide investment advice in multiple states. Paul is able to provide a range of advisory services to clients, including financial planning, selection of other advisors and more.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
02/26/2024 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
06/01/2009 - 08/16/2019
MORGAN STANLEY (PEORIA IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)
IL
02/23/2001 - 04/02/2007
MORGAN STANLEY DW INC. (ORLAND PARK IL)
NY
06/23/1999 - 03/23/2001
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 03/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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