Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul V Decongilio is a registered representative with Fidelity Personal and Workplace Advisors. Paul has been in the industry since September 19, 2017 and is registered in 53 states and territories, as well as with the Financial Industry Regulatory Authority (FINRA). Paul is a Series 7 and Series 66 licensed professional, and has passed the Securities Industry Essentials Examination. Paul’s career has spanned multiple financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Paul offers investment advisory services to individuals, businesses, and charitable organizations.
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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2
NC
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
04/10/2017 - 01/10/2022
WELLS FARGO CLEARING SERVICES, LLC (WINSTON SALEM NC)
NC
08/18/2016 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
BOTH
Issued 10/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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