Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Harris is an investment advisor representative, registered with Oppenheimer & Co. Inc. since 2008. Paul Andrew Harris is licensed and registered in 25 states and is actively registered in both broker-dealer and investment advisor capacities. Paul Andrew Harris has been in the financial services industry since August 28, 1988. Paul Andrew Harris works in the firm's Birmingham, Michigan office. Paul Andrew Harris is a veteran in the financial services industry, holding a number of securities licenses and registrations. Paul Andrew Harris has experience with a variety of clients and client types and has provided advisory services to a wide range of individuals and entities. Paul Andrew Harris is a trusted advisor and is known for providing excellent customer service.
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.
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2
MI
05/17/2017 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
MI
09/09/2005 - 03/19/2007
NATCITY INVESTMENTS, INC. (DETROIT MI)
NY
01/01/1999 - 08/22/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
MI
10/13/1994 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
11/07/1989 - 09/09/1994
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
OH
05/21/1987 - 11/11/1989
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/3/1996
Series 24 - General Securities Principal Examination
BC
Issued 8/19/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/1987
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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