Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lopresti is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the financial services industry since 1987 and has a diverse background in investment services. Paul has held positions with various financial institutions, including Prudential Securities Incorporated, Oppenheimer & Co., Inc., and L. F. Rothschild & Co. Incorporated. Paul holds Series 7, 8, 9, 10, 3, 63, and 65 licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
07/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
NY
10/23/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/01/1988 - 10/30/1989
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
10/20/1987 - 02/05/1988
L. F. ROTHSCHILD & CO. INCORPORATED
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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