Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Desantis is an investment advisor representative with J.P. Morgan Securities LLC and has been in the industry for over 18 years. Paul holds the Series 7, SIE and Series 66 licenses. Previously Paul was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments and UBS Financial Services Inc. Paul has been registered in several states including Connecticut, New York, and Texas. Paul is an experienced financial advisor and can provide advice on portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/07/2019 - Present
J.p. Morgan Securities LLC (RONKONKOMA NY)
NY
01/13/2012 - 01/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORT JEFFERSON NY)
NY
10/08/2010 - 01/11/2012
PURSHE KAPLAN STERLING INVESTMENTS (PURCHASE NY)
CA
07/05/2004 - 10/15/2010
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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