Unclaimed
Paul Delduca is a registered representative with Oppenheimer & Co. Inc. Paul has over 30 years of experience in the financial services industry. Paul has held previous positions at Smith Barney Inc., Lehman Government Securities Inc., Lehman Special Securities Inc., and Lehman Brothers Inc. Paul is a Series 3, Series 7 and Series 63 licensed professional. Paul's areas of specialization include Fixed Income, Equities, Mutual Funds, Annuities, and Options.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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.
1
2
NY
01/31/1995 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/17/1994 - 09/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NA
12/11/1989 - 01/28/1994
LEHMAN GOVERNMENT SECURITIES INC.
NA
12/11/1989 - 01/28/1994
LEHMAN SPECIAL SECURITIES INC.
NY
08/19/1986 - 01/17/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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