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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 Donato is a financial advisor with Ameriprise Financial Services, LLC. Paul has over 25 years of experience in the financial services industry. Paul is registered with the Securities and Exchange Commission (SEC) and holds Series 63, 65, 7 and SIE licenses. Paul is also registered to offer investment advice in 26 states, including Illinois, Texas and Florida. Paul has experience working with individuals, families, businesses, trusts and estates, pension and profit sharing plans, and charitable organizations.
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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IL
06/29/2021 - Present
Ameriprise Financial Services, LLC (Barrington IL)
IL
05/29/2007 - 03/18/2011
CITIGROUP GLOBAL MARKETS INC. (PALATINE IL)
IL
03/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (PALATINE IL)
MN
06/06/1997 - 03/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/06/1997 - 03/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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