Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Giacoletti is a financial advisor with over 22 years of experience in the financial services industry. Paul currently works with Wells Fargo Advisors Financial Network, LLC and has been registered with the firm since December 2022. Prior to joining Wells Fargo Advisors Financial Network, LLC, Paul worked with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Paul holds a law license from the State Bar of California and is also a Certified Financial Planner. Paul is a member of the FINRA and is registered in multiple states. Paul specializes in providing investment advisory and financial planning services to individuals, corporations, and institutions.
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.
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CA
12/16/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
07/01/2003 - 12/16/2022
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
NY
04/04/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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