Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul McClung is a registered representative of Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Paul McClung has been registered with FINRA since June 1999. Paul McClung is a licensed investment advisor. Paul McClung is based in New York and offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Paul McClung has experience working at a number of financial institutions, including Barclays Capital Inc., NYLife Securities LLC, and M Holdings Securities, Inc.
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.
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.
1
2
NY
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
05/14/2014 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/27/2007 - 05/09/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
OR
06/10/2004 - 05/01/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
12/19/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CA
01/24/2000 - 02/26/2001
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
CA
06/25/1999 - 01/18/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
IA
Issued 04/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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