Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Allen Matheson is a registered investment advisor with Cheviot Value Management, LLC. Paul has over 40 years of experience in the financial services industry. Paul is a registered representative with Wedbush Securities Inc. and previously worked with UBS Financial Services Inc., PaineWebber Incorporated, Paine, Webber, Jackson & Curtis Incorporated, and Dean Witter & Co. Incorporated. Paul has a Series 63, Series 4, Series 40, Series 12, Series 7TO, SIE, Series 5, and Series 1 license. Paul specializes in providing financial planning services, insurance consulting, and portfolio management services to individuals and businesses. Paul is also a registered investment advisor in California and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Budget coaching services, insurance consulting services
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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CA
10/03/2022 - Present
Cheviot Value Management, LLC (LOS ANGELES CA)
CA
04/03/2009 - 10/14/2022
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
08/31/1992 - 04/15/2009
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NA
09/12/1978 - 11/05/1991
PAINEWEBBER INCORPORATED
NA
12/02/1976 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
12/26/1972 - 11/04/1976
DEAN WITTER & CO. INCORPORATED
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/1977
Series 40 - Registered Principal Examination
BC
Issued 12/13/1976
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/11/1972
Series 1 - Registered Representative Examination
Active
Inactive
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