Paul Berman

Paul Berman Email and Phone Number

Senior Vice President, Investments - The 24/7 Investment Group of Raymond James @
Paul Berman's Location
Los Angeles, California, United States, United States
Paul Berman's Contact Details

Paul Berman personal email

n/a
About Paul Berman

I am Sr. Vice President of Investments at The 24/7 Investment Group of Raymond James. I have been helping successful investors meet their financial goals and wealth management needs since 1980. My team and I specialize in wealth management and retirement planning for individuals and businesses.

Paul Berman's Current Company Details
Raymond James & Associates Inc.

Raymond James & Associates Inc.

Senior Vice President, Investments - The 24/7 Investment Group of Raymond James
Paul Berman Work Experience Details
  • Raymond James & Associates Inc.
    Senior Vice President, Investments - Financial Advisor
    Raymond James & Associates Inc. Jan 2015 - Present
    Los Angeles
    “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC”
  • Rbc Wealth Management
    Senior Vice President- Financial Advisor
    Rbc Wealth Management May 2007 - Jan 2015
    Greater Los Angeles Area
    View
  • Wachovia Securities Financial Network
    Financial Advisor
    Wachovia Securities Financial Network Jul 2003 - May 2007
    Greater Los Angeles Area
    View
  • Prudential Financial
    Financial Advisor
    Prudential Financial Sep 1999 - Jul 2003
    Greater Los Angeles Area
    View
  • Merrill Lynch, Pierce, Fenner & Smith Incorp.
    Financial Advisor
    Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - Sep 1999
    Greater Los Angeles Area
  • Bear, Stearns & Co. Inc.
    Financial Advisor
    Bear, Stearns & Co. Inc. Jul 1989 - May 1997
    Greater Los Angeles Area
    View
  • Sutro & Co. Inc.
    Financial Advisor
    Sutro & Co. Inc. Jan 1987 - Jul 1989
    Greater Los Angeles Area

Paul Berman Skills

Wealth Management Wealth Accumulation Portfolio Management Investments Mortgage Lending Fixed Income Strategies

Paul Berman Education Details

Frequently Asked Questions about Paul Berman

What company does Paul Berman work for?

Paul Berman works for Raymond James & Associates Inc.

What is Paul Berman's role at the current company?

Paul Berman's current role is Senior Vice President, Investments - The 24/7 Investment Group of Raymond James.

What is Paul Berman's email address?

Paul Berman's email address is pa****@****ial.com

What schools did Paul Berman attend?

Paul Berman attended University Of Southern California - Marshall School Of Business, University Of California, Irvine.

What are some of Paul Berman's interests?

Paul Berman has interest in Children, Civil Rights And Social Action, Education, Animal Welfare, Arts And Culture, Health.

What skills is Paul Berman known for?

Paul Berman has skills like Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies.

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