Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Valerio is a financial advisor at Truist Advisory Services, Inc. Paul has been working in the financial industry since September 26, 2000. Previously, Paul was registered with BB&T Securities, LLC, BB&T Investment Services, Inc., CETERA INVESTMENT SERVICES LLC, THE O.N. EQUITY SALES COMPANY, PARK AVENUE SECURITIES LLC, CUNA BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and VANGUARD MARKETING CORPORATION. Paul is registered with the state of Pennsylvania and is also a registered investment advisor representative. Paul specializes in providing financial planning services, portfolio management for businesses and individuals, publication of periodicals, selection of other advisors, and other advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (BOYERTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BOYERTOWN PA)
PA
05/17/2012 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BOYERTOWN PA)
PA
04/06/2011 - 05/11/2012
THE O.N. EQUITY SALES COMPANY (COLLEGEVILLE PA)
PA
10/17/2006 - 07/23/2010
PARK AVENUE SECURITIES LLC (POTTSTOWN PA)
PA
06/23/2003 - 10/09/2006
CUNA BROKERAGE SERVICES, INC. (POTTSTOWN PA)
MA
09/04/2001 - 06/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/04/2001 - 06/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
11/10/1999 - 07/30/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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