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Paul J Dicesare

Fidelity Brokerage Services LLC

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About Paul J Dicesare

Paul J Dicesare is a financial advisor who has been working in the industry since 2006. Paul is currently registered with Fidelity Brokerage Services LLC. Previously, Paul worked for TIAA-CREF Individual & Institutional Services, LLC, Fidelity Investments Institutional Services Company, Inc., and Columbia Funds Distributor, Inc.. Paul holds the Series 6, 7, 24, 26 and 63 securities licenses.

Firm Information

Paul Dicesare is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paul Dicesare’s Registration & Firm History

NH

01/23/2024 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NY

06/18/2013 - 11/06/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

MA

12/14/2007 - 02/13/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

07/29/2005 - 12/31/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

MA

04/26/2005 - 06/20/2005

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

MA

01/19/2001 - 06/23/2004

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2014

Series 24 - General Securities Principal Examination

BC

Issued 11/29/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Paul J Dicesare.
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