Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Delongis is a financial advisor with Stifel, Nicolaus & Company, Inc. in Altoona, Pennsylvania. Paul has been in the industry since 1982 and has experience with a variety of firms, including RBC Capital Markets, LLC and Ferris, Baker Watts, LLC. Paul holds a Series 7, Series 9, Series 63, and Series 65 license. Paul specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/24/2016 - Present
Stifel, Nicolaus & Company, Inc. (ALTOONA PA)
PA
03/13/2009 - 03/11/2016
RBC CAPITAL MARKETS, LLC (HOLLIDAYSBURG PA)
PA
10/29/1999 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HOLLIDAYSBURG PA)
NJ
07/05/1989 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MD
11/03/1987 - 07/06/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
08/18/1986 - 11/04/1987
LEGG MASON MASTEN INC.
NA
04/11/1984 - 08/21/1986
DEAN WITTER REYNOLDS INC.
NA
06/29/1982 - 03/28/1984
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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