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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 Maletsky is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul has been in the industry since 2004 and has worked with firms such as Wildwood Capital Securities, Inc. and Assent LLC. Paul is currently licensed in New Jersey and Texas and holds a variety of licenses and certifications including Series 7, Series 55, Series 63, Series 66, and Series 57TO. Paul specializes in providing financial advice to individuals, businesses, and institutions. Paul offers a variety of services including financial planning, portfolio management, and investment research. Paul is committed to providing clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
10/29/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
WI
03/21/2012 - 03/28/2013
WILDWOOD CAPITAL SECURITIES, INC. (MIDDLETON WI)
NJ
09/16/2003 - 05/18/2010
ASSENT LLC (EDISON NJ)
NY
10/11/2000 - 03/27/2002
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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