Unclaimed
Paulo Justiniano is a financial professional with experience in the industry. Paulo is currently registered with J.p. Morgan Securities LLC and has been actively involved in the financial industry since 2022. Prior to his current role, Paulo was employed with WELLS FARGO SECURITIES, LLC. Paulo specializes in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Paulo holds licenses for Series 63, Series 79TO, Series 87, Series 86, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/26/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
NC
08/29/2022 - 05/24/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 06/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/29/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/14/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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