Unclaimed
Paul Przybylski is a financial professional with over 20 years of experience in the industry. Paul has a strong background in investment research and analysis, having previously worked for firms such as Evercore Group L.L.C. and TICONDEROGA SECURITIES LLC. Paul is currently registered with Wolfe Research Securities and holds the Series 63, Series 7, Series 86, Series 87 and Series 99TO licenses. Paul is licensed in both Missouri and 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.
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.
1
2
MO
02/04/2021 - Present
Wolfe Research Securities (Cottleville MO)
MO
06/08/2016 - 01/12/2021
WELLS FARGO SECURITIES, LLC (St Charles MO)
NY
12/22/2015 - 06/21/2016
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
02/15/2012 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
01/27/2010 - 01/31/2012
TICONDEROGA SECURITIES LLC (NEW YORK NY)
NY
02/11/2008 - 01/28/2010
PALI CAPITAL, INC. (NEW YORK NY)
MO
09/30/1999 - 12/03/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/24/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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