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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Chamorro is a financial advisor registered with Morgan Stanley. Paul has been in the industry since 2017 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Paul holds licenses for Series 7, Series 63, Series 24 and SIE exams, and has been registered in 53 states and the District of Columbia. Paul specializes in providing financial planning, portfolio management, and investment advice. Prior to joining Morgan Stanley, Paul has worked at other firms such as E*TRADE SECURITIES LLC, SOLIUM FINANCIAL SERVICES LLC and VANGUARD MARKETING CORPORATION.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
OR
09/30/2020 - Present
Morgan Stanley (Portland OR)
AZ
04/18/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Tempe AZ)
AZ
10/16/2019 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (TEMPE AZ)
AZ
11/07/2017 - 10/16/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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