Unclaimed
Robert Edward Paul is a financial advisor with Joel Isaacson & Co., LLC. Robert has been a registered representative since 1998 and has experience providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Robert is also a Certified Financial Planner. Robert is licensed to provide investment advice in New York.
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.
Personalized portfolio management to meet individual financial objectives.
Tax planning and compliance consulting services
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.
A percentage of the total value of assets under management is charged.
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NY
11/16/2021 - Present
Joel Isaacson & CO., LLC (NEW YORK NY)
NY
05/08/1998 - 12/13/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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