Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mendes Dasilva is a financial advisor at Principal Securities, Inc. with over 20 years of experience in the financial services industry. Paul holds the Series 6, 7, 63, and 65 licenses and has specialized in a variety of financial products, including stocks, bonds, mutual funds, and variable annuities. Paul has a strong understanding of the financial needs of individuals and families and is committed to helping clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/21/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
PA
06/15/2011 - 08/03/2012
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
NY
09/01/2006 - 11/17/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
07/07/1995 - 03/17/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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