Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Y. Emata is a financial advisor with over 30 years of experience in the industry. Paul is a Certified Financial Planner and Chartered Financial Analyst and has been registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Paul has extensive experience in the financial services industry, having held previous roles at First Republic Securities Company, LLC, PNC Capital Markets LLC, and Hornblower Fischer & Co.. Paul specializes in portfolio management for both businesses and individuals, financial planning, and pension consulting.
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
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2
NY
04/09/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
01/08/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
PA
03/15/2002 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NY
12/03/1985 - 05/09/2001
HORNBLOWER FISCHER & CO. (NEW YORK NY)
BC
Issued 04/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 10/18/1986
Series 5 - Interest Rate Options 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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