Unclaimed
Paul Cahalan is an active investment advisor representative at HSBC Securities (USA) Inc. Paul has been in the financial industry since 1996, and is registered to offer securities in New York. Paul has been with HSBC Securities (USA) Inc. since September 2018. Prior to that, Paul was with Deutsche Bank Securities Inc. for 18 years and BT Alex. Brown Incorporated for 4 years.
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.
1
2
NY
09/11/2018 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
06/14/1999 - 09/25/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
05/22/1995 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law 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 05/19/1995
Series 7 - General Securities Representative 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
Not sure Paul Cahalan is the right advisor for you? Invested Better is here to help.