Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Rutkowski is a financial advisor based in Scottsdale, Arizona. Paul is registered with Eversource Wealth Advisors, LLC and is actively involved in the Investment Advisor (IA) industry. Paul has been in the financial industry for over 30 years, with experience working at firms like Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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AZ
11/16/2022 - Present
Eversource Wealth Advisors, LLC (Scottsdale AZ)
AZ
09/06/2011 - 11/08/2022
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
AZ
10/23/2009 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
11/19/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
AZ
08/28/2003 - 11/30/2007
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NJ
10/08/1999 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/19/1989 - 11/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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