Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A. Vergara is a financial professional with over 16 years of experience in the industry. Paul is currently a Registered Representative at Itau International Securities Inc. Paul has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients. Paul holds several securities licenses, including Series 7, Series 24, Series 3, Series 55, Series 62 and Series 57TO. Paul has a proven ability to develop and implement personalized investment strategies that meet the specific needs of each client. Prior to joining Itau International Securities Inc., Paul worked at Progress Investments LLC and BNP Paribas Investment Services, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
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
FL
07/11/2008 - Present
Itau International Securities Inc. (MIAMI FL)
FL
09/20/2006 - 08/15/2007
PROGRESS INVESTMENTS LLC (MIAMI FL)
FL
12/16/2005 - 08/02/2006
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
BC
Issued 07/16/2013
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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