Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Guistolise is a financial advisor who has been in the industry since 1996. He currently works at Charles Schwab & CO., Inc. in Henderson, Nevada. Paul has experience working with a range of firms including TD Ameritrade, Inc. and Scottrade, Inc. Paul holds several licenses and certifications, including Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, and SIE. He has a strong track record of providing financial advice to individuals, families and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NV
07/29/2020 - Present
Charles Schwab & CO., Inc. (Henderson NV)
NV
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
03/03/2006 - 02/26/2018
SCOTTRADE, INC. (LAS VEGAS NV)
NE
03/14/1996 - 11/07/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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