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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joyaux is an investment advisor representative at Curi RMB Capital, LLC. Paul has been in the industry since 1992 and holds Series 3, 7, and 63 licenses. Paul also holds a Series 65 license and is a Certified Financial Planner. Paul has been with Curi RMB Capital, LLC since 2005. Previously, Paul worked at UBS Financial Services Inc., Belle Haven Investments, Rodman & Renshaw Inc., and Lehman Brothers Inc.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
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
IL
10/04/2022 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NJ
03/08/1999 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/27/1996 - 03/21/1999
BELLE HAVEN INVESTMENTS (RYE BROOK NY)
IL
02/17/1995 - 06/20/1996
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
10/11/1992 - 03/06/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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