Unclaimed
Paul Soranno is a financial advisor with Ameriprise Financial Services, LLC in Florham Park, New Jersey. Paul holds Series 7, 63, and 65 licenses, and has over 3 years of experience in the financial services industry. Paul previously worked at J.P. Morgan Securities LLC.
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.
1
2
NJ
11/28/2022 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NJ
01/01/2020 - 12/11/2021
J.P. MORGAN SECURITIES LLC (Bernardsville NJ)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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