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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 Di palma is a financial advisor with Ameriprise Financial Services, LLC, located in NORTH KINGSTOWN, RI. Paul has been in the financial services industry since 1997. Paul is registered with the state of Rhode Island and holds Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses. Paul is also a Certified Financial Planner and a Chartered Financial Consultant. Ameriprise Financial Services, LLC provides financial planning, asset allocation services, portfolio management, and pension consulting services to individuals, families, and businesses.
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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RI
02/20/1997 - Present
Ameriprise Financial Services, LLC (NORTH KINGSTOWN RI)
MN
03/04/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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