Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Trujillo is a financial professional with over 20 years of experience in the industry. Paul is registered with Key Investment Services LLC and is currently located in New City, NY. Paul is a Series 63, 66, 7 and SIE licensed professional. Prior to joining Key Investment Services LLC, Paul held positions at several other firms including J.P. MORGAN SECURITIES LLC, GLOBAL STRATEGIC INVESTMENTS, LLC, ULTRALAT CAPITAL MARKETS, INC., CITIGROUP GLOBAL MARKETS INC., MERCANTIL COMMERCEBANK INVESTMENT SERVICES, EFG CAPITAL INTERNATIONAL, SUNTRUST INVESTMENT SERVICES, INC. and DEUTSCHE BANK SECURITIES 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
04/20/2024 - Present
KEY Investment Services LLC (New City NY)
NJ
02/12/2014 - 05/24/2017
J.P. MORGAN SECURITIES LLC (NORTHVALE NJ)
NY
12/06/2013 - 01/15/2014
GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)
FL
09/13/2011 - 12/01/2011
ULTRALAT CAPITAL MARKETS, INC. (MIAMI FL)
FL
01/27/2010 - 06/08/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/28/2007 - 12/17/2009
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (CORAL GABLES FL)
FL
03/17/2006 - 02/27/2007
EFG CAPITAL INTERNATIONAL (MIAMI FL)
GA
06/14/2004 - 02/13/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
06/05/2001 - 08/12/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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