Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vandenheede is a financial professional with over 30 years of experience in the industry. Paul is currently registered with UBS Financial Services INC. Paul has held previous positions at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and OLDE DISCOUNT CORPORATION. Paul has a strong track record of providing financial advice to individuals, families, and businesses. Paul holds several licenses and designations, including Series 7, 63, 65, 9, 10, 31, and SIE. Paul's expertise includes financial planning, portfolio management, investment advisory services, and securities trading. Paul is committed to providing personalized financial guidance and investment strategies to help clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
See schedule d - miscellaneous
1
2
MI
02/22/2011 - Present
UBS Financial Services Inc. (PLYMOUTH MI)
MI
06/01/2009 - 05/26/2010
MORGAN STANLEY SMITH BARNEY (FARMINGTON MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
09/11/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MI
03/22/1984 - 09/19/1989
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 9/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/2/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/1/1986
Series 4 - Registered Options Principal Examination
BC
Issued 7/26/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 3/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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