Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul-anthony? Claim Your ProfilePaul-anthony Schifilliti is a financial professional with over 4 years of experience in the industry. Paul-anthony is registered with HSBC Securities (USA) Inc., and is licensed to offer investment advice and securities products in 53 states and jurisdictions. Paul-anthony has a strong background in securities and investments, having previously worked at Goldman Sachs & Co. LLC. Paul-anthony specializes in offering financial advice to high-net-worth individuals, pooled investment vehicles, and corporations.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
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
CA
05/10/2022 - Present
Hsbc Securities (usa) Inc. (Beverly Hills CA)
UT
12/11/2018 - 04/22/2022
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
BC
Issued 01/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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