Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Zuckerman is a registered representative with Stephens. Paul has been in the securities industry since 1983. Paul works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Paul is registered to offer securities in 27 states and provides financial planning, portfolio management, and investment advisory services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
04/28/2014 - Present
Stephens (MEMPHIS TN)
TN
06/01/2009 - 11/04/2011
MORGAN STANLEY SMITH BARNEY (MEMPHIS TN)
TN
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEMPHIS TN)
GA
12/15/1994 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
07/31/1993 - 12/19/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
09/21/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/21/1983 - 06/08/1984
SECURITY PACIFIC BROKERS, INC.
IA
Issued 02/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 08/05/1988
Series 5 - Interest Rate Options Examination
BC
Issued 10/29/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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