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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 Anthony Manfrey is a financial advisor registered with Raymond James & Associates, Inc. based in St. Petersburg, FL. Paul has been in the financial services industry since 1988. Paul has a wide range of experience, having worked at various firms including Morgan Stanley, Wells Fargo Advisors Financial Network, LLC, and Mayfair Securities Limited. Paul is licensed to offer a variety of financial products and services to individuals and businesses, including financial planning, portfolio management, and investment advisory services. Paul Anthony Manfrey holds Series 3, 4, 7, 9, 10, 24, 52TO, 63, and 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
FL
10/29/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/13/2012 - 11/22/2021
MORGAN STANLEY (Palm Harbor FL)
FL
05/21/1992 - 08/10/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
NA
01/28/1992 - 06/18/1992
MAYFAIR SECURITIES LIMITED
CA
01/21/1992 - 02/10/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
NA
11/22/1989 - 01/29/1992
ADAMS SECURITIES, INC.
NA
10/19/1988 - 11/29/1989
MARSHALL DAVIS, INC.
IA
Issued 03/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/1992
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/1991
Series 24 - General 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 09/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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