Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Luis Digerolamo is an Investment Advisor Representative associated with Kinetic Investment Management, Inc. Paul is a financial professional with over 20 years of experience in the financial services industry. Paul is registered in California and has a Series 6, 7, 63 and 65 license. Paul has previously worked for Madison Avenue Securities, LLC, Parkland Securities, LLC and Symetra Investment Services, Inc. Paul's current and past employment experience provides a diverse foundation of industry knowledge and experience.
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.
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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CA
12/02/2022 - Present
Kinetic Investment Management, Inc. (LOS ANGELES CA)
CA
02/23/2021 - 11/29/2022
MADISON AVENUE SECURITIES, LLC (Chino Hills CA)
CA
12/18/2007 - 02/23/2021
PARKLAND SECURITIES, LLC (Chino Hills CA)
CA
09/18/1997 - 01/07/2008
SYMETRA INVESTMENT SERVICES, INC. (NORCO CA)
MA
10/05/1993 - 04/22/1996
PNMR SECURITIES, INC. (BOSTON MA)
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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