Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Guidoboni is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the financial services industry since February 26, 1989 and has a combined 34 years of experience in the broker-dealer and investment advisory industries. Paul has held a Series 63 and Series 66 license since 1989 and 2007, respectively. Paul has been registered with Merrill Lynch since May 1989. Paul has also held prior registrations with MHA Financial Corp. and Keystone Investors Resource Center. Paul is a Director of the Hockomock Area YMCA, and spends approximately 5 hours a month on this outside business activity. Paul's specializations include retirement planning, mutual funds, variable life insurance, life insurance, and fixed annuities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/07/2003 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
12/20/1988 - 06/17/1989
MHA FINANCIAL CORP (WESTWOOD MA)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Guidoboni is the right advisor for you? Invested Better is here to help.
