Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Volpe is a financial professional with over 27 years of experience in the investment industry. Paul is currently registered as an Investment Advisor Representative with Trivium Point Advisory, LLC. Paul is also registered in 17 states as a Broker-Dealer. Paul's professional experience includes prior roles at KESTRA INVESTMENT SERVICES, LLC and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Paul holds a Series 7, 24, 63, and 65 licenses. Paul specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.
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.
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.
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2
CT
06/05/2018 - Present
Trivium Point Advisory, LLC (WESTPORT CT)
CT
05/11/2018 - 12/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)
CT
09/22/2003 - 05/30/2018
KESTRA INVESTMENT SERVICES, LLC (WESTPORT CT)
MN
06/16/1995 - 09/08/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/16/1995 - 09/08/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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