Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lawrence Landolfe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the financial services industry since 1986. Paul has been registered with Merrill Lynch since 1997, and previously worked at Chase Investment Services Corp., Chemical Investment Services Corp., Chemical Securities, Inc., and Liberty Securities Corporation. Paul is licensed to provide investment advice in 26 states. Paul has earned the following securities licenses: Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, and SIE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/09/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
IL
09/18/1996 - 07/18/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
06/27/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
01/26/1994 - 08/02/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
NA
01/04/1994 - 08/02/1994
CHEMICAL SECURITIES, INC.
NY
10/20/1993 - 01/03/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
04/23/1987 - 10/15/1993
CHEMICAL SECURITIES, INC. (NEW YORK NY)
NA
08/21/1984 - 03/15/1985
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
BC
Issued 12/14/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser 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 10/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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