Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vincent Bucci is a financial advisor with over 25 years of experience. Paul is currently registered with Hightower Advisors, LLC in New York and Illinois. Paul has a diverse background, having previously worked with firms like TQA Leverage Fund L.P. and Putnam Financial Services, Inc. Paul is also a Series 65 and Series 63 licensed professional. Paul is dedicated to providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
04/21/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
01/01/1999 - 11/03/1999
TQA LEVERAGE FUND L.P. (NEW YORK NY)
NA
04/07/1997 - 05/15/1997
TQA VANTAGE FUND LTD. (GRAND CAYMAN )
NA
05/07/1986 - 05/25/1989
PUTNAM FINANCIAL SERVICES, INC.
IA
Issued 03/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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