Unclaimed
Paul Muskin is an investment advisor representative at PNC Investments. He has been in the industry since 1998. Paul holds Series 63, 65, 7 and SIE licenses. He has experience at PNC Investments, KEY INVESTMENT SERVICES LLC, THE HUNTINGTON INVESTMENT COMPANY, ALLSTATE FINANCIAL SERVICES, LLC, FIFTH THIRD SECURITIES, INC. and PRUDENTIAL SECURITIES INCORPORATED. Paul is also a professional musician and performs music during non-trading hours. Paul specializes in Retirement Planning, College Savings, and Estate Planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/13/2018 - Present
PNC Investments (CLEVELAND OH)
OH
05/01/2017 - 10/24/2018
KEY INVESTMENT SERVICES LLC (CLEVELAND OH)
OH
12/08/2010 - 04/28/2017
PNC INVESTMENTS (SHEFFIELD OH)
OH
07/06/2009 - 11/16/2010
THE HUNTINGTON INVESTMENT COMPANY (CONCORD OH)
OH
02/21/2007 - 05/08/2009
ALLSTATE FINANCIAL SERVICES, LLC (HUDSON OH)
OH
05/07/1999 - 02/09/2007
FIFTH THIRD SECURITIES, INC. (ELYRIA OH)
NY
05/14/1998 - 03/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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