Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Charles Bizjack is a financial advisor who has been in the industry since 1981. Paul is currently registered with Morgan Stanley. Paul has been a registered representative with Morgan Stanley since 2016, previously working with Wells Fargo Advisors. Paul has prior experience with Prudential Securities Incorporated, Smith Barney Inc., Lehman Brothers Inc., and First State Financial, Inc. Paul offers a variety of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management. Paul is registered to provide services in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Texas, Utah, Virgin Islands, Virginia, Washington, Wisconsin, and Wyoming.
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
OK
08/26/2016 - Present
Morgan Stanley (Tulsa OK)
OK
07/01/2003 - 08/30/2016
WELLS FARGO ADVISORS, LLC (TULSA OK)
NY
07/05/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 07/22/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
07/03/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/25/1981 - 07/09/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/18/1981 - 08/27/1981
FIRST STATE FINANCIAL, INC.
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1981
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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