Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Adams is a Registered Representative with Park Avenue Securities LLC. Paul has been in the securities industry since February 16, 1982 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the states of Florida, New Jersey, and New York. Paul has passed the Series 6, Series 7, and Securities Industry Essentials (SIE) exams. Paul has previously worked at Berkshire Equity Sales, Inc. and Royal Alliance Associates, Inc. Paul has specialized in financial planning and portfolio management for both individuals and businesses. Paul is also a member of the firm's educational seminar team.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
11/27/2000 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
02/22/2000 - 11/28/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
AZ
11/20/1996 - 03/15/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
02/17/1982 - 11/27/1996
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
AZ
11/19/1989 - 07/26/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/14/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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