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Paul Raymond Hakel

Newedge Advisors

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About Paul Raymond Hakel

Paul Raymond Hakel is a financial advisor with over 39 years of experience in the industry. Paul is currently registered with Newedge Advisors in Pennsylvania and Texas. Paul has a wide range of experience in wealth management and financial planning, and is also a Certified Financial Planner. Paul has worked at a number of firms including UBS Financial Services Inc. and Mid Atlantic Capital Corporation.

Firm Information

Paul Hakel is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Hakel’s Registration & Firm History

PA

11/01/2021 - Present

Newedge Advisors (Erie PA)

PA

02/09/1982 - 11/08/2018

UBS FINANCIAL SERVICES INC. (ERIE PA)

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Licenses & Designations

IA

Issued 11/26/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Paul Raymond Hakel. Review regulatory record here.
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