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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Harris is a financial advisor currently registered with Oppenheimer & Co. Inc.. Paul has been in the industry since 1988 and has a strong track record of experience in providing investment advice to both individuals and businesses. Paul is registered to provide investment advisory services in Michigan and Texas.
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 08/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
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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