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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Magliaro is a financial advisor with Morgan Stanley and has over 30 years of experience in the financial services industry. Paul is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Paul has a wide range of experience in financial services, including securities, investments and advisory services. Paul has also held licenses with other firms, including Bear, Stearns & Co. Inc., Robertson Stephens, Inc. and J.P. Morgan Securities Inc. Paul specializes in a wide variety of client types and offers a wide range of services, including financial planning and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Menlo Park CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGAME CA)
CA
07/25/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
CA
03/02/2001 - 07/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
02/01/2000 - 07/11/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
01/03/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
08/09/1994 - 12/24/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/16/1992 - 08/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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