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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 Reardon is an investment advisor representative with Morgan Stanley. Paul has been in the securities industry since 2002. Paul holds the Series 31, Series 7, Series 66 and SIE licenses. Paul has been registered with Morgan Stanley since 2009 and previously worked with BANC OF AMERICA SECURITIES LLC and MORGAN STANLEY & CO., INCORPORATED. Paul is currently registered in 37 states and the District of Columbia and has a FINRA registration. Paul is currently located at the New York, NY branch office of Morgan Stanley. Paul's prior registrations have been at branch offices located in Florida, New Jersey and Texas. Paul offers a variety of services including portfolio management for businesses, individuals, and investment companies. Paul also offers financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
06/06/2018 - Present
Wealthpenn.comllc (New York NY)
NY
06/03/2003 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/10/2002 - 06/02/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/09/2001 - 12/03/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/8/2001
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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