Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward MacUski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been working in the financial industry since April 23, 2004 and has been registered with Merrill Lynch since August 2012. Paul provides a wide range of financial services to individuals, businesses, pension plans, and charitable organizations. Paul is a Series 7, Series 63, and Series 66 licensed advisor. Paul is also a member of the Investment Committee for the Sisters of Precious Blood.
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
OH
06/27/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMISBURG OH)
OH
02/06/2001 - 10/25/2007
2480 SECURITIES LLC (DAYTON OH)
OH
10/21/1997 - 06/29/1999
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
BOTH
Issued 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1994
Series 2 - Non-Member General Securities 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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