Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Aquila is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. based in North Haven, Connecticut. Paul has been working in the financial services industry since 1995. Paul is registered to provide investment advice and brokerage services in multiple states including Connecticut, Massachusetts, and Texas. Paul is a Series 7, 24, 63 and 65 licensed professional. Paul is also a principal of Longview Investments LLC which is a support company/DBA owned by Paul.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
10/16/2018 - Present
Raymond James Financial Services Advisors, Inc. (NORTH HAVEN CT)
NY
10/22/1996 - 03/23/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
FL
07/20/1995 - 10/28/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 08/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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