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PZ

Paul G. Zuckerman

MCDERMOTT INVESTMENT SERVICES
NAPLES, FL 34102
Some features on this profile are disabled
CRD#: 7007385
PZ

Professional summary

Paul G Zuckerman, who also goes by Paul G Zuckerman, is a registered financial professional currently at MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2018. Paul has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paul G Zuckerman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul G Zuckerman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 21, 2025 - Present

MCDERMOTT INVESTMENT SERVICES, LLC

Office #1: 900 Broad Ave South Suite 2c, Naples, FL 34102
BD
CRD#: 154926
NAPLES, FL
Past

September 24, 2018 - January 31, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Centennial, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(2/21/2025)
RR
Florida
(2/21/2025)
RR
Wisconsin
(2/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/29/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/24/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MCDERMOTT INVESTMENT SERVICES, LLC
MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926 / SEC#: , 8-68683

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102
Mailing Address
P.o. Box 1784, Naples, FL 34106
Phone number
(610) 882-1460
Established
Pennsylvania since 07/21/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCDERMOTT, DEAN PATRICKMANAGING MEMBER, CHIEF COMPLIANCE OFFICER1731834
CITO, JOHN PHILIPMANAGING DIRECTOR724521
RIP, OLGACHIEF FINANCIAL OFFICER/FINOP5440553

Disclosures

Civil Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926Naples, FL 34102

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