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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 McGeary is a financial advisor at Morgan Stanley. Paul has been working in the financial industry since April 12, 1997. Paul has a wide range of experience in the financial industry and is registered to provide investment advice in 56 states and jurisdictions. Paul is a Series 7, Series 9, Series 10, Series 24, and Series 63 licensed advisor. Paul has worked at Morgan Stanley since June 2009. Paul has also held positions at Deutsche Bank Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is a member of the Mt. Tamalpais United Methodist Church Permanent Endowment Finance Committee.
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
05/18/2020 - Present
Morgan Stanley (San Francisco CA)
NY
01/24/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/20/2004 - 01/18/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/21/1995 - 12/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
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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