Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul B. Daitz is a financial advisor with over 27 years of experience in the industry. Paul has a wide range of experience in the financial services industry, having worked at Goldman, Sachs & Co., Macquarie Capital (USA) Inc., and currently at Northern Edge Capital Advisors LLC. Paul is registered with the state of California, Minnesota, New York, and Texas. Paul has passed the Series 7, Series 24, Series 63, Series 79TO, and SIE exams.
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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NY
07/15/2013 - Present
Northern Edge Capital Advisors LLC (NEW YORK NY)
NY
10/27/2006 - 08/11/2011
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
09/09/1993 - 08/31/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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