Unclaimed
Paul Milleliri is a financial professional with over 9 years of experience in the industry. Paul is currently registered with Credit Agricole Securities (usa) Inc. and holds a Series 63, Series 27, Series 24, Series 99TO, SIE, Series 79 and Series 7 license. Paul has a strong background in investment banking and operations. Paul is registered in New York.
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.
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.
1
2
NY
04/24/2014 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
BC
Issued 04/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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