Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulomi? Claim Your ProfilePaulomi Katzive is a financial professional with over 15 years of experience in the industry. Paulomi currently works as a Financial Advisor at Apollo Global Securities, LLC. She has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and HSBC Securities (USA) Inc. Paulomi holds the Series 27, Series 99TO, and SIE licenses.
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.
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2
NY
07/15/2019 - Present
Apollo Global Securities, LLC (NEW YORK NY)
NY
01/05/2015 - 06/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/07/2007 - 12/04/2014
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BC
Issued 05/02/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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