Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Scaglione is an investment advisor representative with Truist Advisory Services, Inc.. Paul has over 29 years of experience in the financial services industry. Paul holds the Series 7, Series 63, and Series 65 securities licenses. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
GA
06/06/2024 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
03/22/2016 - 06/06/2024
WELLS FARGO CLEARING SERVICES, LLC (CANTON GA)
GA
08/12/2008 - 03/23/2016
SUNTRUST INVESTMENT SERVICES, INC. (MARIETTA GA)
GA
01/11/2006 - 08/04/2008
WACHOVIA SECURITIES, LLC (ALPHARETTA GA)
GA
06/15/2002 - 01/09/2006
WACHOVIA SECURITIES, LLC (ALPHARETTA GA)
NC
03/14/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
08/25/1999 - 01/30/2001
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
NY
10/28/1998 - 08/23/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
10/07/1998 - 08/18/1999
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
GA
03/12/1998 - 10/07/1998
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
01/01/1998 - 03/20/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
10/11/1994 - 01/01/1998
NATIONSSECURITIES
FL
09/01/1994 - 09/22/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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