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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vernon Ireland is an active Registered Representative with Morgan Stanley. Paul has 32 years of experience in the securities industry. Paul is registered with the state of California as an Investment Advisor Representative and Texas as an Investment Advisor Representative. In addition to the current firm, Paul was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, THOMAS WEISEL PARTNERS LLC, BARCLAYS GLOBAL INVESTORS SERVICES and FIRST ALBANY CORPORATION. Paul holds Series 7, 31, 63, and 65 securities licenses and the SIE exam.
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
CA
03/21/2020 - Present
Morgan Stanley (San Francisco CA)
CA
10/07/2002 - 01/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/22/2000 - 10/16/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
11/15/1999 - 05/15/2000
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NY
07/19/1990 - 09/30/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 04/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1990
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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