Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ellias Colchamiro is an investment advisor representative associated with Oppenheimer & Co. Inc. Paul has been in the industry since 1992. Paul has previously worked at Smith Barney Inc. and PaineWebber Incorporated. Paul has Series 7, Series 63, and Series 65 securities licenses. Paul provides financial planning, portfolio management services for individuals and businesses, and pension consulting. Paul holds registrations in New York, New Jersey, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Maryland, Massachusetts, Michigan, Nevada, North Carolina, and Texas.
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.
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.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
12/16/1994 - 04/24/1998
SMITH BARNEY INC. (NEW YORK NY)
NJ
05/18/1992 - 01/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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