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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Drakeley is a financial advisor with over 25 years of experience in the financial services industry. Paul is currently registered with Blackrock Investment Management, LLC in New Jersey and Pennsylvania. Paul has previously worked with firms such as Vanguard Marketing Corporation, Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds the Series 63, Series 65, Series 7 and Series 24 licenses. Paul has a wide range of experience and specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/08/2018 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
03/10/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (PRINCETON NJ)
PA
04/29/2003 - 06/17/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
07/14/2000 - 04/10/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/11/1998 - 07/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/24/1994 - 05/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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