Unclaimed
Paul Camacho is a financial advisor registered with UBS Financial Services Inc., having been with the firm since March 2020. Prior to that, Paul Camacho was a Financial Advisor with J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Paul Camacho has a total of 17 years in the securities industry, with a start date of December 12, 2002. Paul Camacho holds FINRA Series 7, 9, 10, 24, 55, 63, and 66 licenses, as well as a SIE exam. Paul Camacho has 10 approved SRO registrations, and is also registered as an investment advisor representative in Florida. Paul Camacho has experience working with a variety of client types, including individuals, businesses, high net worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. Paul Camacho is also a sole proprietor of rental properties, and is actively involved in the management of those properties.
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.
See schedule d - miscellaneous
1
2
FL
10/12/2022 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
10/01/2008 - 05/15/2019
J.P. MORGAN SECURITIES LLC (Miami FL)
NY
03/05/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NE
03/06/2000 - 09/10/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
CA
02/04/1999 - 11/18/1999
PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)
BOTH
Issued 8/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/3/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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