Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kisslinger is a financial advisor with over 25 years of experience in the financial services industry. Currently registered with J.p. Morgan Securities LLC, Paul has held previous roles at Telsey Advisory Group LLC, J.P. Morgan Securities Inc., Smith Barney Inc. and Kidder, Peabody & Co. Incorporated. Paul offers a broad range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Paul holds Series 7, 11, 55, 63, and 66 licenses as well as a Series 65 license.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
03/04/2024 - Present
J.p. Morgan Securities LLC (Palm Beach FL)
NY
04/13/2017 - 07/19/2017
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
NY
05/01/2001 - 06/04/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/02/1996 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/18/1994 - 11/21/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
08/10/1993 - 04/15/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2017
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 11/30/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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