Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lucchesi is a financial advisor with Fidelity Personal and Workplace Advisors. Paul is based in Westlake, TX, and has been working in the industry since 1992. Paul is a licensed representative in Texas and Illinois. Paul previously worked at New York Life Securities LLC, Great Pacific Securities, IFS Securities, and Arbor Research & Trading, LLC.
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.
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.
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
IL
08/15/2022 - Present
Fidelity Personal AND Workplace Advisors (WILMETTE IL)
IL
11/27/2019 - 11/29/2021
GREAT PACIFIC SECURITIES (CHICAGO IL)
IL
05/31/2019 - 09/13/2019
NYLIFE SECURITIES LLC (SCHAUMBURG IL)
CA
12/08/2015 - 03/01/2017
GREAT PACIFIC SECURITIES (COSTA MESA CA)
GA
07/06/2015 - 12/07/2015
IFS SECURITIES (ATLANTA GA)
IL
10/09/2007 - 04/29/2015
ARBOR RESEARCH & TRADING, LLC (CHICAGO IL)
IL
10/07/2004 - 08/29/2007
BNP PARIBAS SECURITIES CORP. (CHICAGO IL)
NY
03/12/2001 - 12/31/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
03/13/1992 - 03/12/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
03/19/1990 - 03/10/1992
LEHMAN GOVERNMENT SECURITIES INC.
NA
03/19/1990 - 03/10/1992
LEHMAN SPECIAL SECURITIES INC.
NY
05/14/1988 - 03/10/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/29/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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