Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Scileppi is a financial advisor at Ameriprise Financial Services, LLC. Paul has been in the industry since 1994. Paul is registered with the state of Connecticut and has offices in Farmington and Manchester. Paul has experience working with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and insurance companies. Paul provides a variety of services, including financial planning, asset allocation services, portfolio management, and educational seminars.
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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2
CT
02/04/2014 - Present
Ameriprise Financial Services, LLC (FARMINGTON CT)
NY
08/14/2009 - 02/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/14/2008 - 08/26/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/25/1997 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/27/1997 - 04/28/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/21/1993 - 11/13/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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