Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Pietro is a financial advisor with over 39 years of experience in the industry. Paul is currently registered with SPC and has been with the firm since March 2002. Paul has held past registrations with Walnut Street Securities, Inc., Chubb Securities Corporation, North American Management, Inc., Compass Securities Corporation, Harbor Securities Corporation, Cardell & Associates, Incorporated, Amfire, Inc., Aetna Life Insurance and Annuity Company, and CIGNA Securities, Inc.. Paul's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Paul has earned the Chartered Financial Consultant designation. Paul also is an independent insurance agent selling life, health, dental, and disability insurance through various insurance companies. In addition to his work at SPC, Paul is a Director for Bears on Board, Inc. a non-profit founded in 2002 that provides teddy bears to policy officers, firefighters, rescue personnel, and social workers to give to children in times of crisis.
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.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
03/13/2002 - Present
SPC (ANN ARBOR MI)
CA
12/13/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
11/24/1993 - 12/13/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
SD
06/29/1994 - 03/02/1995
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
SD
04/06/1988 - 12/07/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
07/13/1987 - 09/16/1989
COMPASS SECURITIES CORPORATION
NA
08/30/1985 - 07/16/1987
HARBOR SECURITIES CORPORATION
NA
01/03/1985 - 09/11/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
01/05/1984 - 12/27/1984
AMFIRE, INC.
NA
06/19/1983 - 07/09/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
02/22/1983 - 01/01/1984
CIGNA SECURITIES, INC.
BC
Issued 01/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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