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 in the financial services industry since 1992. Paul has been registered with Fidelity Personal And Workplace Advisors since 2021. Prior to that, Paul was registered with Great Pacific Securities, NYLIFE SECURITIES LLC, IFS Securities, Arbor Research & Trading, LLC, BNP Paribas Securities Corp., UBS Warburg LLC, UBS PaineWebber Inc., Lehman Government Securities Inc., Lehman Special Securities Inc., and Lehman Brothers Inc.. Paul has Series 7, Series 63, Series 66, and SIE licenses and is registered in 55 states.
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
TX
08/15/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
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 4/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/2017
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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