Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kupchok is a registered investment advisor representative with Private Advisor Group, LLC. Paul has been in the financial services industry since 2000 and has a broad range of experience in the field, including investment advisory services, financial planning, and pension consulting. Paul holds the Series 7, Series 63, and Series 66 licenses. Paul is also registered in Alabama, Connecticut, Florida, Georgia, Maine, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, and South Carolina.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
09/08/2021 - Present
Private Advisor Group, LLC (Hawthorne NY)
NY
08/29/2011 - 11/10/2016
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
CT
02/22/2002 - 08/22/2011
ROYAL ALLIANCE ASSOCIATES, INC. (DANBURY CT)
NY
08/21/2001 - 11/02/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
12/07/2000 - 02/05/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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