Unclaimed
Paul Russell Klepetko is a securities professional with over 18 years of experience in the financial services industry. Paul is currently registered with Rothschild & Co. US Inc. Previous employers include Credit Suisse Securities (USA) LLC. Paul has passed the Series 7, Series 24, Series 79TO and Series 82TO exams.
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.
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.
1
2
NY
02/07/2017 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
09/08/2004 - 01/27/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 11/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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