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 Schulman is a financial professional with over 16 years of experience in the financial services industry. Paul Andrew Schulman currently works as a registered representative at Piper Sandler & Co. Paul Andrew Schulman holds licenses for Series 3, 4, 7, 55, 57TO and 63, along with the SIE. Prior to joining Piper Sandler & Co. Paul Andrew Schulman held positions at WEEDEN & CO. L.P., BGC FINANCIAL, L.P. and PALI CAPITAL, INC. Paul Andrew Schulman has worked in the financial industry since May 12, 2007.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
CT
08/02/2019 - Present
Piper Sandler & Co. (Greenwich CT)
CT
06/03/2013 - 08/02/2019
WEEDEN & CO.L.P. (GREENWICH CT)
NY
12/16/2009 - 04/23/2013
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
04/03/2007 - 12/23/2009
PALI CAPITAL, INC. (NEW YORK NY)
BC
Issued 07/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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