Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Morse is a financial advisor who has been working in the industry since 1992. Paul has a wide range of experience in the financial industry, having worked with firms such as Merrill Lynch, PaineWebber, First Union Capital Markets, Wells Fargo Advisors, LPL Financial, and now Alliance Global Partners. Paul specializes in providing financial advice and portfolio management services for individuals, businesses, and pooled investment vehicles. Paul has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
09/05/2024 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
07/22/2016 - 10/02/2020
LPL FINANCIAL LLC (NEW YORK NY)
NY
10/01/1999 - 07/26/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NC
12/14/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/20/1993 - 11/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/01/1992 - 06/04/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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