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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 David Kasischke is a financial advisor currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the financial services industry for 21 years. Previously, Paul was associated with J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., and SCUDDER DISTRIBUTORS, INC. Paul is registered with the state of Texas as an Investment Advisor Representative and Illinois as a Registered Representative. Paul is licensed to provide financial services in the state of Illinois as well as 49 other states and territories. Paul holds a Series 6, Series 7, Series 63 and Series 65 licenses, as well as the SIE exam.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
07/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/01/2008 - 07/07/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
04/11/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
08/02/2000 - 06/17/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 08/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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