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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alberini is a financial advisor with over 28 years of experience in the industry. Paul Robert Alberini is registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Paul Alberini has also previously been registered with Wells Fargo Investments, LLC, First Union Securities, Inc., and PaineWebber Incorporated. Paul Alberini is a licensed securities representative in the state of Nevada and holds Series 7, 63, and 66 licenses. Paul Alberini's specializations include portfolio management for businesses, individuals, and other investment advisors. Paul Alberini provides financial planning, pension consulting, and investment consulting services to institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
NV
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
01/16/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
MO
09/14/1994 - 12/01/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
07/07/1994 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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