Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jason Mora is a financial advisor who has been in the industry for over 25 years. Paul currently works with Citigroup Global Markets Inc. Paul has a wide range of experience in the financial services industry, including working with Citigroup Global Markets Inc. and CITICORP INVESTMENT SERVICES. Paul has held various licenses and registrations, including Series 7, Series 63, and Series 65. Paul is registered with the state of New York as an investment advisor representative.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/06/2012 - Present
Citigroup Global Markets Inc. (HICKSVILLE NY)
NY
03/18/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (HICKSVILLE NY)
NY
07/11/1996 - 07/29/1997
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
NY
12/14/1995 - 06/27/1996
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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