Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J. paul? Claim Your ProfileJ. Paul Escudero is an investment advisor representative with Cetera Investment Advisers LLC and Orange Capital Management, Inc. J. Paul Escudero has been in the financial industry since 1990 and has held various positions at several firms. J. Paul Escudero holds Series 7, 24, 63, and 65 securities licenses. J. Paul Escudero is also a Certified Financial Planner. J. Paul Escudero's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. J. Paul Escudero has experience working with a variety of clients, including individuals, businesses, high net worth individuals, and pension and profit-sharing plans.
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.
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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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (ORANGE CA)
CA
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ORANGE CA)
CA
01/01/1991 - 05/30/2008
FFP SECURITIES, INC. (ORANGE CA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/7/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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