Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Skydell is a financial advisor with over 30 years of experience in the financial services industry. Paul is currently registered with Morgan Stanley in Maine, New York and Texas. Paul has previously worked at UBS FINANCIAL SERVICES INC. and ADVEST, INC. Paul holds several industry licenses and certifications, including Series 7, Series 63, and Series 65. Paul's areas of specialization include investment management, retirement planning, and estate planning. Paul is committed to providing personalized financial advice to help clients reach their financial goals.
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
11/17/2011 - Present
Morgan Stanley (Garden City NY)
NY
11/10/2005 - 11/25/2011
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
CT
03/16/1990 - 12/09/2005
ADVEST, INC. (HARTFORD CT)
NA
01/25/1984 - 04/03/1990
BUTCHER & SINGER INC.
IA
Issued 01/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
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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