Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Conklin has been a financial advisor in the industry since 1984. Currently, Paul works at Morgan Stanley in the Palm Beach Gardens, FL branch. Prior to working at Morgan Stanley, Paul worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, Morgan Stanley DW INC., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc.. Paul has earned the following certifications: Certified Financial Planner. Paul Conklin is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia.
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
FL
07/24/2020 - Present
Morgan Stanley (Palm Beach Gardens FL)
NJ
01/10/2008 - 07/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
04/02/2007 - 01/15/2008
MORGAN STANLEY & CO., INCORPORATED (SHORT HILLS NJ)
NJ
08/03/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
09/15/1989 - 08/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/22/1984 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/22/1984 - 05/29/1984
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
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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