Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Donas is a financial advisor with Ameriprise Financial Services, LLC. Paul is based in NEW YORK, NY and has been in the industry for over 30 years. Paul has a strong track record of providing financial advice to individuals, families, and businesses. Paul holds a variety of licenses and designations, including the Series 7, Series 6, Series 63 and Series 65 licenses as well as the Certified Financial Planner and Chartered Financial Consultant designations. Paul has been recognized as a leader in the financial services industry for many years.
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.
Asset allocation services
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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NY
09/07/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
12/18/1990 - 02/10/2015
SIGNATOR INVESTORS, INC. (NEW YORK NY)
MA
12/18/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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