Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Peter Kuris is a financial professional with over 25 years of experience in the industry. Paul is a Registered Principal with Oppenheimer & Co. Inc., where Paul has been employed since January 2002. Before joining Oppenheimer, Paul held positions at Josephthal & Co., Inc. and Tradewell Discount Investing, LLC. Paul holds Series 24, Series 10, Series 9, Series 7 and Series 63 licenses. Paul's expertise and experience enable him to provide comprehensive financial guidance to clients, including portfolio management, financial planning, and investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/02/2002 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
04/11/2001 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
CA
05/03/1999 - 10/26/2001
TRADEWELL DISCOUNT INVESTING, LLC (SAN DIEGO CA)
NY
12/16/1994 - 05/04/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
BC
Issued 03/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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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