Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vilches is a financial advisor with Fidelity Brokerage Services LLC. Paul has been working in the financial services industry since December 14, 1988. Paul has a Series 7, Series 24, Series 63 and SIE licenses. Paul is registered to provide investment advice in all 50 states, Washington, D.C., Puerto Rico and the Virgin Islands. Paul was previously registered with LPL FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/01/1997 - 12/07/2011
LPL FINANCIAL LLC (MC KINNEY TX)
NY
05/23/1989 - 08/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/25/1988 - 11/25/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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