Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Furlong is a financial advisor with over 30 years of experience in the industry. Paul Michael Furlong currently works at Janney Montgomery Scott LLC, which is a firm that manages over $85 billion in assets. Paul Michael Furlong specializes in working with individuals, corporations and charitable organizations. Paul Michael Furlong is also registered in 28 states and is a registered representative of FINRA and a member of the SIE and Series 7. Paul Michael Furlong also holds the Series 63 and Series 65 licenses. Paul Michael Furlong previously worked at Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., and Legg Mason Wood Walker, Incorporated. Paul Michael Furlong is also an author and President of Furlong Tales, Inc., a children's book publishing company.
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.
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.
Fee plus commission
1
2
PA
07/15/2018 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
07/31/2007 - 06/21/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)
PA
02/25/2005 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
PA
09/25/2000 - 03/09/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
FL
10/07/1998 - 09/29/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MD
06/19/1997 - 08/28/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
04/17/1995 - 06/25/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
VA
07/01/1994 - 03/31/1995
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
10/23/1991 - 07/14/1994
F.N. WOLF & CO., INC.
IA
Issued 10/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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