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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Capodanno is a financial advisor with Morgan Stanley. Paul has over 23 years of experience in the financial industry, and is registered with the Securities and Exchange Commission and the state of Texas. Paul specializes in portfolio management for individuals, businesses, and investment companies, as well as financial planning. Paul is committed to providing clients with personalized investment advice and strategies that meet their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
08/04/2022 - Present
Morgan Stanley (Washington DC)
NJ
09/21/2018 - 04/20/2022
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
OH
08/29/2002 - 09/19/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
MA
10/15/1998 - 04/22/2002
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
05/13/1997 - 09/17/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 06/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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