Unclaimed
Paul Croitoroo is a registered investment advisor representative with J.P. Morgan Securities LLC and has been in the industry since June 14, 1982. Paul holds the Series 7, Series 63, and Series 65 licenses. Paul is registered with the state of New York as an investment advisor representative. In addition, Paul is registered with the states of Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Utah as a broker-dealer representative. Paul is also a registered investment advisor representative in the state of Texas. Paul has previous employment experience with SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and LEHMAN BROTHERS KUHN LOEB INCORPORATED. Paul provides financial planning, pension consulting, and selection of other advisers services to individual and business clients. Paul is an employee of both JPMorgan Securities and JPMorgan Bank and will be able to offer certain bank products and services, including deposit and credit products.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/19/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NA
09/02/1982 - 09/26/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/24/1982 - 08/10/1982
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 02/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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