Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joseph Ippolito is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial services industry since 1983. Paul is registered with both FINRA and the state of Louisiana. Paul is also registered as an investment advisor representative (IAR) in Texas. Paul has a variety of experience, including working with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc. Paul holds the Series 7, Series 63, Series 66, and SIE licenses. Paul specializes in financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals 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.
1
2
LA
09/20/2021 - Present
Ameriprise Financial Services, LLC (NEW ORLEANS LA)
LA
08/07/2006 - 09/22/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW ORLEANS LA)
LA
07/12/2002 - 08/16/2006
UBS FINANCIAL SERVICES INC. (NEW ORLEANS LA)
NY
02/21/1989 - 07/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
03/07/1988 - 03/06/1989
SHEARSON LEHMAN HUTTON INC.
NA
09/20/1983 - 03/25/1988
DEAN WITTER REYNOLDS INC.
NA
08/29/1986 - 09/17/1986
SHEARSON LEHMAN BROTHERS INC.
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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