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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 Camhi is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc. Paul specializes in providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, and retirement plans. Paul has a wide range of experience in various financial areas including investment planning, retirement planning, college savings, and estate planning. Paul is also a Certified Financial Planner and holds the Series 7, 31, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
08/26/2021 - Present
THE Wealth Alliance, LLC (MELVILLE NY)
NY
06/01/2009 - 08/26/2019
MORGAN STANLEY (MELVILLE NY)
NY
02/19/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
11/14/2007 - 03/04/2009
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
12/18/2002 - 11/26/2007
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
IA
Issued 07/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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