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 Fragakis is an investment advisor representative who has been in the financial services industry for over 35 years. Paul is currently registered with Fidelity Personal and Workplace Advisors. Paul has a variety of experience in the industry, including working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and T3 Trading Group, LLC. Paul specializes in providing financial planning, portfolio management, and selection of other advisors. Paul has a Series 7, Series 55, Series 63, and Series 66 license.
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.
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.
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.
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2
GA
04/03/2019 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
04/04/2013 - 04/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NY
05/10/2011 - 03/27/2013
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
01/29/2004 - 03/30/2011
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
FL
01/05/2000 - 01/29/2004
KAPLAN & CO. SECURITIES INC. (BOCA RATON FL)
NY
08/27/1990 - 01/12/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/24/1989 - 09/05/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
09/24/1986 - 08/04/1989
PAINEWEBBER INCORPORATED
BOTH
Issued 04/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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