Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Desmond is a financial advisor registered with Cetera Investment Advisers LLC since March 2024. Paul is a registered representative with over 25 years of experience in the industry. Paul has served as a registered representative with LPL Financial LLC and Ameriprise Financial Services, Inc. Paul has passed the Series 63, Series 7, and Series 24 examinations, and holds the designation Chartered Financial Consultant.
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.
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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2
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
03/31/2011 - 11/20/2019
LPL FINANCIAL LLC (TINTON FALLS NJ)
NJ
05/13/1997 - 04/05/2011
AMERIPRISE FINANCIAL SERVICES, INC. (TINTON FALLS NJ)
MN
05/13/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 5/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/7/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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