Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cabrera is a financial advisor with over 30 years of experience in the industry. Paul has held licenses in both broker-dealer and investment advisory roles. He has worked with a variety of firms including Merrill Lynch, UBS, and Chase Investment Services Corp, before joining J.P. Morgan Securities LLC. Paul's expertise spans various areas, including individual and business portfolio management, financial planning and pension consulting. Paul has also been recognized for his industry knowledge through his Series 7, Series 63, and Series 65 licenses. He has demonstrated a commitment to the financial services industry with multiple state registrations, and is dedicated to providing clients with customized investment strategies.
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
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (HUNTINGTON NY)
NY
01/22/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
NY
05/11/2005 - 10/17/2006
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
NJ
12/16/1996 - 05/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/01/1988 - 01/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/09/1988 - 10/27/1988
HIBBARD BROWN & CO., INC.
NA
04/19/1988 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 07/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
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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