Unclaimed
Paul Zakian is a financial professional with over 29 years of experience in the financial services industry. Paul is currently an Investment Advisor Representative with RBC Capital Markets, LLC, where he has been registered since November 2016. Prior to that, he worked with Citigroup Global Markets Inc., Barclays Capital Inc., and Lehman Brothers Inc.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
11/07/2016 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
06/01/2012 - 10/12/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/22/2008 - 02/02/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/10/1992 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/22/1992 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
09/22/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/26/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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