Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Zettl is a financial professional with over 14 years of experience in the financial services industry. Paul is currently registered with Cohen & Steers Securities, LLC, and is located in the New York City area. Paul has a strong background in investments and is dedicated to providing clients with personalized financial advice and guidance. Prior to joining Cohen & Steers, Paul worked at T. Rowe Price Investment Services, Inc., TD Ameritrade, Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Paul holds the Series 7, Series 24, 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.
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2
NY
05/16/2019 - Present
Cohen & Steers Securities, LLC (NEW YORK NY)
MD
05/29/2014 - 04/22/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
NJ
05/19/2008 - 04/21/2014
TD AMERITRADE, INC. (JERSEY CITY NJ)
MA
06/27/2007 - 04/02/2008
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
11/07/2006 - 05/07/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 06/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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