Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul W Lanks is a financial professional with over 10 years of experience in the industry. Paul is currently a Registered Representative with Neuberger Berman BD LLC, located in New York, NY. Before that, Paul was affiliated with J.P. MORGAN SECURITIES LLC and MORGAN STANLEY & CO. INCORPORATED. Paul has a wide range of licenses and experience, having passed the Series 7, Series 86, Series 87 and Series 63 exams. Paul also holds a SIE license.
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.
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
09/10/2013 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
01/10/2012 - 09/11/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/29/2008 - 03/24/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/24/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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