Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul S. Karchawer is a financial professional with over 30 years of experience in the industry. Paul currently works for LPL Enterprise, LLC. Paul has worked for several other firms in the past, including David Lerner Associates, Inc., 1717 Capital Management Company, Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Paul is registered with both FINRA and the state of New York. Paul specializes in providing financial planning, portfolio management, and consulting services for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (FOREST HILLS NY)
NY
03/20/2018 - 10/31/2019
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
DE
10/30/1995 - 07/29/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/11/1994 - 10/03/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/11/1994 - 10/03/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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