Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Amerling is a financial advisor with over 20 years of experience in the industry. Paul joined ADP Broker-Dealer, Inc. in 2003 and is currently registered with them in 51 states and the District of Columbia. Prior to joining ADP Broker-Dealer, Inc. Paul worked at AXA Advisors, LLC and Morgan Stanley DW Inc. Paul holds the Series 7, 31, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Examination.
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.
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.
1
2
NJ
03/04/2003 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
NY
02/07/2002 - 10/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/01/2000 - 11/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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