Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerard Coldagelli is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Paul has been in the industry since August 1993. Paul has a Series 7 and Series 63 license and has a General Securities Principal license (Series 24). Paul is registered in 23 states. Paul specializes in retirement planning, investment management, and financial planning for individuals and businesses. Paul is also a licensed insurance agent.
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
WI
04/28/2014 - Present
Raymond James Financial Services Advisors, Inc. (BROOKFIELD WI)
WI
11/29/1999 - 04/28/2014
LANDAAS & COMPANY (MILWAUKEE WI)
IL
08/30/1993 - 11/29/2000
FIRST SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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