Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lapointe is an experienced financial professional with over 30 years in the industry. Paul is currently registered with Creative Financial Designs, Inc. and provides financial planning and portfolio management for businesses and individuals. Paul has held previous roles with INVEST FINANCIAL CORPORATION, COMMUNITY INVESTMENT SERVICES, INC., PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, and NYLIFE SECURITIES INC.
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.
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
NY
07/31/2023 - Present
Creative Financial Designs, Inc. (Potsdam NY)
NY
01/18/2011 - 03/20/2013
INVEST FINANCIAL CORPORATION (POTSDAM NY)
NY
04/18/2001 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (MASSENA NY)
NJ
11/27/1991 - 04/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/27/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
10/28/1991 - 11/21/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
03/22/1988 - 07/26/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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