Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Webber is a financial advisor registered with J.P. Morgan Securities LLC. Paul has been in the financial industry since 1996 and has a broad range of experience in the field. Paul is also a registered investment advisor representative and holds the following licenses: Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65. Paul specializes in providing financial planning and investment management services to individuals, businesses, corporations, and other entities. Paul also provides pension consulting services.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
12/23/2020 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
08/23/2010 - 11/04/2020
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
02/01/2008 - 08/23/2010
FTAM FUNDS DISTRIBUTOR, INC. (CINCINNATI OH)
OH
05/14/2007 - 02/01/2008
ALPS DISTRIBUTORS, INC. (CINCINNATI OH)
OH
09/14/1996 - 05/11/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (CINCINNATI OH)
NY
01/09/1996 - 09/03/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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