Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cummings is an investment advisor representative with Geller Advisors LLC in NEW YORK, NEW YORK. Paul has been in the industry since 2010. Paul has passed the Series 66, Series 7 and Series 65 exams. Prior to joining Geller Advisors LLC, Paul worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Paul is registered with the state of New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
05/14/2024 - Present
Geller Advisors LLC (NEW YORK NY)
NY
09/08/2010 - 10/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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