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 advisor with UBS Financial Services Inc. Paul has been in the industry since 1984 and is registered with FINRA and the state of Michigan. Paul holds several securities licenses including Series 7, 9, 10, 31, 53, and 63. Paul has previously worked for Lehman Brothers Inc., Olde Discount Corporation, Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Paul specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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 09/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/1986
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1984
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
Not sure Paul Vandenheede is the right advisor for you? Invested Better is here to help.
