Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Irwin Kleinberg is a financial advisor with The Pinnacle Financial Group, an independent investment advisor firm. Paul has over 40 years of experience in the financial services industry, including experience at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Raymond James & Associates, Inc., and Paine Webber Incorporated. Paul offers a range of financial services, including investment advisory services, financial planning, and pension consulting. Paul is committed to helping clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
NY
08/20/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
01/04/1999 - 08/17/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLAINVIEW NY)
FL
09/18/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
02/17/1995 - 10/09/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
02/12/1993 - 03/14/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/22/1982 - 02/17/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 09/24/1982
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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