Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Morris Schifter is a financial advisor with Cambridge Investment Research Advisors, Inc.. Paul has been in the financial industry since 1990. Paul is a Certified Financial Planner (CFP®) and has experience working with individuals, businesses, and charitable organizations. Paul provides financial planning, portfolio management, and other advisory services to clients.
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.
Solicitation fees from 3rd party money managers
1
2
NY
03/30/2021 - Present
Cambridge Investment Research Advisors, Inc. (Melville NY)
NY
08/04/1999 - 08/01/2017
INVESTACORP, INC. (COMMACK NY)
CT
08/02/1995 - 08/26/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
11/27/1990 - 07/31/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
FL
08/04/1999 - 10/11/1990
INVESTACORP, INC. (MIAMI FL)
NA
10/04/1989 - 10/11/1990
INVESTACORP, INC.
NA
03/08/1988 - 10/04/1989
VANDERBILT SECURITIES, INC.
NA
08/25/1986 - 03/15/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/02/1981 - 06/30/1986
NML EQUITY SERVICES, INC.
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law 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 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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