Unclaimed
Paul Damiba is a financial advisor at Oppenheimer & Co. Inc., a firm with a strong reputation in the industry. Paul has been active in the financial services industry since 2000, having previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds several licenses and certifications including Series 3, Series 7, Series 63, and Series 65. Paul offers a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Paul has a broad range of experience working with clients of different types including corporations, individuals, high-net-worth individuals, charitable organizations, and retirement plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/06/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/30/2012 - 10/05/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/30/2006 - 04/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/01/2003 - 09/11/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
05/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/02/1994 - 12/08/1994
HAMPSHIRE SECURITIES CORPORATION
IA
Issued 06/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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