Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul McFeeley is a financial advisor in Sarasota, FL, currently working for Hightower Advisors, LLC. Paul has been in the financial services industry since 1989. Paul has passed the Series 3, 7, 9, 10, 31, 63, 65, 99, and SIE exams. Paul's previous experience includes time spent with Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., R. Seehaus & Co., Inc., and Stoever, Glass & Company Inc.. Paul provides financial planning, portfolio management, and selection of other advisors. Paul's firm manages approximately $130.2 billion in assets for over 178,256 clients, including individuals, families, trusts, estates, corporations, and charitable organizations.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/01/2025 - Present
Hightower Advisors, LLC (Sarasota FL)
FL
02/13/2009 - 04/17/2023
OPPENHEIMER & CO. INC. (SARASOTA FL)
NY
04/04/2001 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/02/1996 - 04/04/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1993 - 04/15/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
01/01/1991 - 04/25/1991
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NY
03/19/1986 - 04/05/1989
STOEVER, GLASS & COMPANY INC. (NEW YORK NY)
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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