Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul D'amico is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Paul has been in the financial industry since January 2003 and is licensed in 52 states. Paul has passed the Series 6, 7, 63, 66 and SIE exams. Paul has previously worked at ADP Broker-Dealer, Inc. and Scudder Distributors, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
07/27/2006 - 02/08/2007
ADP BROKER-DEALER, INC. (SALEM NH)
NJ
05/30/2003 - 08/12/2004
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IL
03/14/2002 - 05/30/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
11/21/2000 - 03/14/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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