Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Paul has been in the financial industry since 1974. Martin is a registered representative of Cetera Investment Advisers LLC and a registered investment advisor representative of Bright Futures Wealth Management, LLC. Martin Paul has experience working with a variety of clients, including high-net-worth individuals, individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and government entities. Martin Paul's expertise includes financial planning, portfolio management, and pension consulting.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (SOUTH EASTON MA)
OH
12/17/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
WI
05/21/1997 - 12/16/1999
SII INVESTMENTS, INC. (APPLETON WI)
FL
01/25/1994 - 05/16/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MD
03/29/1994 - 09/09/1994
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
NH
05/09/1990 - 12/31/1993
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
02/18/1986 - 07/25/1989
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
09/28/1984 - 02/05/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
07/05/1974 - 09/17/1984
JOHN HANCOCK DISTRIBUTORS, INC.
NA
07/05/1974 - 09/17/1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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