Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Alphonse Perreault is a financial advisor with over 30 years of experience in the industry. Paul has worked with United Planners' Financial Services Of America A Limited Partner since 2022, prior to this role, Paul worked with First Financial Equity Corporation from 2011 to 2022. Paul holds Series 6, 7, 26, 63 and 66 licenses. Paul specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Paul's focus is on helping clients reach their financial goals through personalized financial advice and investment strategies.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/04/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
02/18/2011 - 03/07/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
01/03/2011 - 02/24/2011
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
04/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
IL
10/28/1997 - 05/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
01/02/1996 - 11/21/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
03/16/1988 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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