Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Staab is a financial advisor with Hirtle, Callaghan & Co., LLC. Paul has been a financial advisor for over 10 years, and specializes in providing financial advice to individuals, businesses, and institutions. Paul is a Chartered Financial Analyst and holds a Series 3 and Series 30 license. Paul is registered in Pennsylvania and Colorado. Paul is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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
PA
12/17/2018 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
BC
Issued 06/30/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 03/05/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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