Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo? Claim Your ProfilePaulo Jorge Ribeiro de lemos is a financial advisor with over 10 years of experience in the industry. Paulo Jorge is currently registered with MML Investors Services, LLC and is actively involved in both the broker-dealer and investment advisor aspects of the business. Paulo Jorge has been working with various clients, including individuals, corporations, and pension plans, focusing on providing financial advice and investment management services. Paulo Jorge holds Series 66, Series 7TO, and SIE licenses, demonstrating a commitment to professional development and expertise. Before joining MML Investors Services, Paulo Jorge was associated with NYLIFE Securities LLC and has experience in the insurance industry as well. Paulo Jorge is passionate about helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
06/21/2024 - Present
MML Investors Services, LLC (RALEIGH NC)
NC
09/13/2022 - 07/19/2023
NYLIFE SECURITIES LLC (RALEIGH NC)
BOTH
Issued 01/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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