Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo? Claim Your ProfilePaulo Eduardo Bettega is a financial advisor with Wells Fargo Clearing Services, LLC, located in Hollywood, Florida. Paulo has been in the industry since September 2015, and holds Series 7, Series 66 and SIE licenses. Paulo provides financial planning, investment consulting services to institutional clients, and portfolio management for both businesses and individuals.
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.
Investment consulting services to institutional 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.
1
2
FL
08/02/2023 - Present
Wells Fargo Clearing Services, LLC (HOLLYWOOD FL)
FL
04/06/2022 - 04/04/2023
IDB CAPITAL CORP. (AVENTURA FL)
FL
04/25/2018 - 03/28/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
FL
05/17/2017 - 05/09/2018
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
07/31/2015 - 05/10/2017
MORGAN STANLEY (MIAMI FL)
FL
04/23/2015 - 08/05/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (WESTON FL)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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