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Paul Jeffrey Shapiro

Siebert Williams Shank & CO., LLC

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About Paul Jeffrey Shapiro

Paul Shapiro has been in the financial services industry since October 1992. Paul is currently registered with Siebert Williams Shank & CO., LLC. Paul is also registered in Florida, New York, and Ohio. Paul's previous employers include J.V.B. FINANCIAL GROUP, LLC, FIFTH THIRD SECURITIES, INC., DAIWA CAPITAL MARKETS AMERICA INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, JEFFERIES & COMPANY, INC., MCDONALD INVESTMENTS INC., CHAPDELAINE CORPORATE SECURITIES & CO, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

Firm Information

Paul Shapiro is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paul Shapiro’s Registration & Firm History

FL

05/13/2024 - Present

Siebert Williams Shank & CO., LLC (West Palm Beach FL)

FL

04/15/2024 - 05/08/2024

J.V.B. FINANCIAL GROUP, LLC (BOCA RATON FL)

OH

05/05/2014 - 03/11/2024

FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)

OH

07/18/2011 - 05/09/2014

DAIWA CAPITAL MARKETS AMERICA INC. (BEACHWOOD OH)

OH

05/15/2008 - 07/28/2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLEVELAND OH)

OH

02/05/2007 - 05/16/2008

JEFFERIES & COMPANY, INC. (CLEVELAND OH)

OH

02/22/1996 - 02/02/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

08/08/1995 - 02/01/1996

CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)

NJ

04/01/1992 - 04/05/1995

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 06/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Jeffrey Shapiro.
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