Unclaimed
Paul Tomas Dellisola is a financial advisor with Keefe, Bruyette & Woods, Inc., a firm headquartered in Bethesda, Maryland. Paul has been in the financial industry since 1993. Paul holds licenses including Series 7, Series 24, Series 63 and SIE. Paul also has a Series 79TO license. Paul has a strong background in securities, with previous experience at FBR Capital Markets & Co. Paul is registered in several states and is an active broker-dealer in the financial industry.
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.
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.
1
2
MD
06/14/2017 - Present
Keefe, Bruyette & Woods, Inc. (BETHESDA MD)
VA
09/30/1992 - 01/03/2017
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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