Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A Lebowitz is a financial advisor with over 30 years of experience in the industry. Paul has a Series 7, Series 6, and Series 63 licenses and is also a Certified Financial Planner. Paul is currently registered with Princeton Global Asset Management LLC as an Investment Advisor Representative. Paul has previously been employed by Chelsea Financial Services, FSIC, SecureVest Financial Group, Royal Alliance Associates, Inc. and Pennsylvania Securities Company. Paul specializes in providing financial planning, portfolio management and pension consulting services to individuals and businesses.
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.
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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NJ
04/15/2019 - Present
Princeton Global Asset Management LLC (PRINCETON NJ)
NY
04/12/2017 - 11/21/2022
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NJ
11/10/2015 - 06/27/2016
FSIC (Edison NJ)
NJ
11/28/2012 - 08/10/2015
SECUREVEST FINANCIAL GROUP (EDISON NJ)
NJ
02/03/1993 - 11/16/2012
ROYAL ALLIANCE ASSOCIATES, INC. (MANALAPAN NJ)
CA
05/23/1989 - 02/04/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
03/27/1987 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 04/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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