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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul James Tepatti is an investment advisor representative at Ameriprise Financial Services, LLC in Farmington, Michigan. Paul has been in the financial services industry since August 19, 2002. Paul is licensed in the state of Michigan. Paul has earned the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Paul specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Paul has experience with clients in a variety of categories including high-net-worth individuals, corporations and other businesses, charitable organizations, individuals other than high-net-worth, trusts and estates, and pension and profit sharing plans. Paul also has experience with Comerica Securities in Farmington, Michigan.
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.
Asset allocation services
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
MI
08/21/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
08/19/2002 - 11/06/2023
COMERICA SECURITIES (FARMINGTON MI)
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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