Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bianchi is a financial advisor with Prossimo Advisors LLC, a firm based in San Luis Obispo, CA. Paul has been working in the financial industry since 1997 and has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations. Paul is also registered as an Investment Advisor Representative (IAR) in California and Texas. Paul has a strong track record of success in helping clients reach 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.
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.
Family office 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.
A percentage of assets under advisement
1
2
CA
04/11/2019 - Present
Prossimo Advisors LLC (SAN LUIS OBISPO CA)
CA
08/21/2012 - 04/27/2017
BANCWEST INVESTMENT SERVICES, INC. (SAN JOSE CA)
CA
03/12/2010 - 11/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
06/20/2008 - 01/15/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SANTA BARBARA CA)
CA
05/02/2001 - 07/05/2006
WELLS FARGO INVESTMENTS, LLC (CARMEL CA)
CA
04/21/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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