Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Grande is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the industry since 1986 and is registered with FINRA and the state of Florida. Paul offers a range of services including financial planning, portfolio management, asset allocation, pension consulting, and educational seminars. Paul has a strong track record of success and is committed to providing his clients with personalized and comprehensive financial advice.
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
FL
09/09/2010 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
06/01/2009 - 07/20/2010
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
05/05/1989 - 04/02/2007
MORGAN STANLEY DW INC. (PALM HARBOR FL)
NA
01/11/1989 - 09/13/1989
WINSTON-FROST SECURITIES, INC.
NA
09/01/1988 - 01/18/1989
ALLSTATE INVESTMENT GROUP, INC.
NA
12/04/1986 - 09/07/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
NA
08/25/1986 - 11/13/1986
FIRST INVESTORS CORPORATION
IA
Issued 05/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/1995
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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