Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mandel is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Morgan Stanley and holds Series 7, 31, 63, and 66 licenses. Paul has a wide range of experience working with clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Paul specializes in providing asset allocation advice, financial planning, and portfolio management services. Paul has a strong track record of success in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
02/11/2014 - Present
Morgan Stanley (Morristown NJ)
NJ
07/19/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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