Unclaimed
Paul Vasilopoulos is a financial professional with over 20 years of experience in the industry. Paul is currently registered with The Bank Street Group LLC, where he has been employed since 2019. Paul's previous experience includes roles at Oppenheimer & Co. Inc., Deutsche Bank Securities Inc., Morgan Stanley & Co., Incorporated, and Bear, Stearns & Co. Inc. Paul holds Series 7, 24, 63, and SIE licenses.
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
CT
04/23/2019 - Present
THE Bank Street Group LLC (STAMFORD CT)
NY
05/10/2012 - 05/09/2017
OPPENHEIMER & CO. INC. (NEW YORK NY)
CT
12/10/2009 - 05/08/2012
THE BANK STREET GROUP L.L.C. (STAMFORD CT)
NY
02/28/2002 - 11/23/2009
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/09/2000 - 12/06/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/13/1998 - 05/31/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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