Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ippolito is an investment advisor representative with J.P. Morgan Securities LLC. Paul Ippolito has been in the industry since August 1992. Paul Ippolito is licensed to provide investment advice in a number of states, including New York, Connecticut, New Jersey and Texas. Paul Ippolito is a registered representative with FINRA and is also a registered investment advisor. Paul Ippolito previously worked for Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chemical Investment Services Corp., Liberty Securities Corporation and Fisco Equity, Inc. Paul Ippolito holds a number of licenses, including Series 6, 7, 26, 63 and 65.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (West Harrison NY)
NY
08/06/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK CITY NY)
NY
10/20/2000 - 08/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
09/18/1996 - 10/24/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
09/17/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
RI
08/07/1992 - 09/16/1993
FISCO EQUITY, INC. (LINCOLN RI)
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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