Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Globetti has been in the financial services industry since March 9, 1985. Paul is currently registered with Stifel Independent Advisors, LLC in Fairhope, AL. Paul has been with Stifel Independent Advisors, LLC since October 2002 and has a branch office located at 880 Holcomb Blvd., Suite 2-B, Fairhope, AL 36532. Paul has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has a Series 7, Series 63 and Series 65 licenses. Paul also has a SIE license.
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.
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
AL
08/29/2017 - Present
Stifel Independent Advisors, LLC (FAIRHOPE AL)
NY
02/21/1985 - 10/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Globetti is the right advisor for you? Invested Better is here to help.
