Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Papageorgiou is a registered investment advisor representative with Columbia Management Investment Advisers, LLC, and is actively registered in Massachusetts and New Hampshire. Paul has been working in the financial services industry since 2022. Paul holds FINRA Series 63, 65, 7 and SIE licenses and previously worked with Fidelity Brokerage Services LLC in Merrimack, New Hampshire. Paul is a Boston Bruins Foundation volunteer and spends time as a supervisor of volunteers. Columbia Management Investment Advisers, LLC, is a large investment advisor firm with a total of $427 billion in regulatory assets under management. The firm provides investment advice to individuals, businesses, institutions, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
03/13/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NH
07/29/2022 - 05/23/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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