Unclaimed
Paul Daniel Quinlan is a financial professional with over 20 years of experience in the industry. He is currently registered with Blackstone Securities Partners LP, a firm with a strong reputation in the market. Previously, Paul held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and PricewaterhouseCoopers Securities LLC, gaining valuable experience in the financial services sector. Paul holds a series of professional licenses and exams, including the Series 63, Series 27, Series 99TO, Series 7 and SIE exams, demonstrating a commitment to staying informed and meeting the highest professional standards. His extensive experience and qualifications make him a valuable asset to clients seeking expert financial guidance.
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.
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.
1
2
NY
06/23/2010 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
12/08/2004 - 06/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
08/10/2000 - 09/04/2002
PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Quinlan is the right advisor for you? Invested Better is here to help.