Unclaimed
Paulo Ambrosio Marques is a financial professional with over 20 years of experience in the industry. Paulo is currently registered with Metlife Investors Distribution Co. and holds Series 6, 7, and 63 licenses. Paulo has a strong track record of providing investment advice to individuals and families. Prior to joining Metlife Investors Distribution Co., Paulo worked with Fidelity Brokerage Services LLC and American Express Financial Advisors Inc.
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
IA
07/17/2015 - Present
Metlife Investors Distribution Co. (WEST DES MOINES IA)
RI
10/09/2001 - 01/08/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
05/28/1998 - 08/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/28/1998 - 08/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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