Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manoj? Claim Your ProfileManoj Kumar Paul is a financial advisor with over 24 years of experience in the industry. Manoj is currently registered with LPL Financial LLC in New York and Texas. Previously, Manoj has worked with Woodbury Financial Services, Inc. and AXA Advisors, LLC. Manoj has held various licenses, including Series 7, Series 6, Series 24, Series 52, Series 53, and Series 63, demonstrating his expertise in financial services. Manoj provides a range of financial services including financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
12/10/2018 - Present
LPL Financial LLC (SYOSSET NY)
NY
10/10/2011 - 06/01/2018
WOODBURY FINANCIAL SERVICES, INC. (SYOSSET NY)
NY
10/20/1998 - 10/17/2011
AXA ADVISORS, LLC (SYOSSET NY)
NY
10/20/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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