Paul Zirakian is a registered investment advisor, based in Minneola, FL, with 33 years of industry experience.
Location
Minneola, FL
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Regulatory History (5)
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Judgment / Lien
September 2020Customer Dispute
December 2007Denied
Customer Dispute
January 2004Settled
Customer Dispute
June 2002Denied
Customer Dispute
January 2001Settled
Other Business Activities
Paul is the President of Ancient Oak Financial Management, a financial services firm, since 2021. He dedicates about half his time to this role, including about a quarter of his time during trading hours, providing financial services consulting.
Employment History
Current Registrations
Cetera Advisors LLC
November 2024 - Present · 1 yr 10 mos
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 10 mos
Cetera Advisors LLCBroker
November 2024 - Present · 1 yr 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2021 - November 2024 · 3 yrs
Ameriprise Financial Services, LLCBroker
November 2021 - November 2024 · 3 yrs
Raymond James & Associates, INC.
October 2011 - November 2021 · 10 yrs 1 mo
Raymond James & Associates, INC.Broker
October 2011 - November 2021 · 10 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2011 · 2 yrs 5 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
State Registrations6 states
CAFLGAKYSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.