Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Shipkoskie is a financial advisor registered with Wells Fargo Clearing Services, LLC, located in Melville, NY. Paul has been working in the financial services industry since February 1981 and has been registered with Wells Fargo since November 2016. Prior to joining Wells Fargo, Paul worked with A. G. Edwards & Sons, Inc. and Advest, Inc. Paul is licensed in a number of states, including New York, Arizona, Connecticut, Florida, Georgia, Maryland, Minnesota, New Jersey, North Carolina, South Carolina, Texas and West Virginia. Paul holds the Series 7 and Series 63 licenses and the SIE exam. Paul specializes in providing financial services for individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
10/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
CT
10/04/1984 - 10/13/1999
ADVEST, INC. (HARTFORD CT)
NA
10/28/1982 - 11/23/1984
E. F. HUTTON & COMPANY INC
NA
02/23/1981 - 10/25/1982
BRODIS GALANT SECURITIES
BC
Issued 04/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paul Shipkoskie is the right advisor for you? Invested Better is here to help.
