Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alexander Colwell is a financial advisor with over 25 years of experience. Paul has worked at several firms including Morgan Stanley DW Inc., and currently works at Private Advisor Group, LLC, providing investment advisory services. Paul holds the Series 7, 31, 63 and 65 licenses and the SIE certification. Paul is registered as a Registered Investment Advisor in Florida and New Jersey. Paul is a registered representative of LPL Financial. Paul specializes in providing financial planning and investment advisory services to a wide range of clients including individuals, businesses, and institutional clients.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/10/2011 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
08/26/1997 - 02/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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