Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo john? Claim Your ProfilePaulo John Melton Barbosa is a financial advisor at Raymond James & Associates, Inc. with over 25 years of experience in the industry. Paulo John has a wide range of experience, having worked at several firms including UBS Financial Services Inc. and SAFRA SECURITIES LLC. Paulo John is licensed to provide financial advice in multiple states, including New York, New Jersey, Texas, California, Florida, and Michigan. Paulo John holds the Series 7, Series 63, Series 66, and SIE licenses. Paulo John Melton Barbosa is a member of the Board of Directors of the Instituto Jorge e Odaleia Brando Barbosa, a foundation and museum of sacred art.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/08/2021 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
06/16/2017 - 01/19/2021
UBS FINANCIAL SERVICES INC. (New York NY)
NY
06/05/2007 - 03/17/2016
SAFRA SECURITIES LLC (NEW YORK NY)
NY
05/13/1997 - 04/16/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
10/07/1994 - 08/15/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Paulo john Barbosa is the right advisor for you? Invested Better is here to help.
