Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Clemente is a registered representative and investment advisor representative. Paul is associated with Oppenheimer & Co. Inc., and has been in the industry since 1994. Paul's previous experience includes roles at RAYMOND JAMES & ASSOCIATES, INC. and PFS INVESTMENTS INC.. Paul holds licenses in both New Jersey and Pennsylvania. Paul has a broad range of experience and expertise in financial services, including portfolio management, financial planning, and pension consulting. Paul has been an active participant in the financial services industry for over 25 years.
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.
1
2
NJ
04/19/2022 - Present
Oppenheimer & Co. Inc. (HADDON TOWNSHIP NJ)
NJ
11/14/2014 - 04/14/2022
RAYMOND JAMES & ASSOCIATES, INC. (MOUNT LAUREL NJ)
PA
01/04/2010 - 11/14/2014
BOENNING & SCATTERGOOD, INC. (LANGHORNE PA)
PA
03/08/1994 - 01/07/2010
PFS INVESTMENTS INC. (QUAKERTOWN PA)
IA
Issued 02/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts 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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