Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Jack is a financial advisor with over 24 years of experience in the industry. Paul is currently registered with TRB Capital Markets, LLC and Estrada Hinojosa & Company, Inc. in Texas. Paul has passed the Series 7, 50, 52TO, 53, 54, and 63 exams, as well as 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.
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.
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2
TX
08/08/2024 - Present
TRB Capital Markets, LLC (AUSTIN TX)
NY
10/01/2008 - 01/13/2009
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/15/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/17/1995 - 05/26/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 09/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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