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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 Robert Dipietro is a financial advisor who has been in the industry since April 2001. Paul is currently registered with Pinnacle Investments, LLC and is licensed to provide investment advice in Florida and Missouri. Previously, Paul was registered with Dawson James Securities, Inc. and Investors Capital Corp. Paul is a Certified Financial Planner and holds licenses for Series 7, 62, 63, 65, and 66 exams, as well as the SIE and Series 24. Paul has worked with a variety of clients, including individuals, corporations, and trusts. Paul specializes in providing financial planning services, including retirement planning, college savings, and estate planning. Paul also provides investment management services for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
FL
10/03/2024 - Present
Pinnacle Investments, LLC (BOCA RATON FL)
FL
01/05/2012 - 04/08/2019
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
03/27/2007 - 12/31/2011
INVESTORS CAPITAL CORP. (BOCA RATON FL)
FL
04/22/2005 - 03/26/2007
CHICAGO INVESTMENT GROUP, LLC (BOCA RATON FL)
FL
04/16/2003 - 04/20/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
TX
04/02/2003 - 04/21/2003
SHELMAN SECURITIES CORP. (DALLAS TX)
NY
03/10/2003 - 03/28/2003
BROCKINGTON SECURITIES, INC. (RONKONKOMA NY)
NY
12/17/2001 - 03/05/2003
KSH INVESTMENT GROUP, INC. (GREAT NECK NY)
NY
08/13/2001 - 12/13/2001
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
CO
06/18/2001 - 07/26/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
CO
01/02/2001 - 02/21/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
NY
11/29/2000 - 01/02/2001
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
IA
Issued 10/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2000
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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