Unclaimed
Paul Piscitelli is a financial advisor with Cetera Advisors LLC. Paul has over 28 years of experience in the financial services industry. Paul is registered with the state of Florida. Paul has a Series 63 and a Series 7 license, as well as a Series 8 license. Paul specializes in providing investment advice to individual investors. Paul's previous employers include Woodbury Financial Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., CHARLES SCHWAB & CO., INC., and OLDE DISCOUNT CORPORATION.
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.
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.
1
2
FL
06/22/2012 - Present
Cetera Advisors LLC (ORLANDO FL)
FL
12/06/2010 - 06/29/2012
WOODBURY FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
10/05/2009 - 12/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/02/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLANDO FL)
FL
04/02/2007 - 11/07/2007
MORGAN STANLEY & CO., INCORPORATED (WINTER PARK FL)
FL
04/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WINTER PARK FL)
MA
10/20/2004 - 04/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/27/1998 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
05/05/1995 - 08/19/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
09/30/1994 - 04/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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