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PAUL ALEXANDER KASSOLIS
CRD#: 4531639
IA
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WELLS FARGO ADVISORSCRD#: 19616 12604 TAMIAMI TRAIL E
NAPLES, FL 34113
NAPLES, FL 34113
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Disclosures
19
Years of Experience
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State Registrations
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Arizona 12/5/2022
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Missouri 10/27/2022
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California 2/22/2024
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Nevada 3/2/2020
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Colorado 10/27/2022
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New Jersey 9/17/2018
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Connecticut 2/18/2022
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New York 9/17/2018
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Delaware 3/5/2024
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North Carolina 3/3/2020
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District of Columbia 10/9/2023
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North Dakota 1/21/2025
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Florida 6/29/2012
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Ohio 3/4/2022
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Florida 8/7/2012
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Oregon 8/11/2023
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Georgia 9/17/2018
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Pennsylvania 9/17/2018
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Illinois 9/17/2018
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Rhode Island 4/9/2024
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Indiana 3/27/2025
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South Carolina 3/10/2025
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Iowa 1/10/2025
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South Dakota 10/31/2022
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Kansas 1/14/2023
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Tennessee 9/17/2018
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Maryland 3/10/2025
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Texas 2/4/2020
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Massachusetts 9/17/2018
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Texas 2/4/2020
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Michigan 9/17/2018
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Virginia 9/17/2018
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Minnesota 1/30/2020
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Washington 3/27/2025
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Mississippi 10/25/2023
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Wisconsin 11/4/2020
SRO Registrations
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Registered with this firm since 8/7/2012
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Registered with this firm since 6/29/2012
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/07/2010 - 07/07/2010 | BALTIMORE, MD | |
B | 05/07/2010 - 07/07/2010 | BALTIMORE, MD | |
IA | 12/02/2003 - 07/01/2009 | BALTIMORE, MD | |
B | 12/02/2003 - 07/01/2009 | BALTIMORE, MD | |
IA | 07/26/2002 - 08/07/2003 | COLUMBIA, MD | |
B | 07/19/2002 - 08/07/2003 | MINNEAPOLIS, MN | |
B | 07/19/2002 - 08/07/2003 | MINNEAPOLIS, MN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.