Unclaimed
Paul Augustus Devera is an Investment Advisor Representative with Cetera Investment Advisers LLC located in Mountain Lakes, NJ. Paul has been active in the financial services industry since 1999. Paul has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Paul has been registered with Cetera Investment Advisers LLC since 2006. Prior to Cetera Investment Advisers LLC, Paul was registered with C.J.M. PLANNING CORP. in Pompton Lakes, NJ from 1999 to 2005. Paul is also a CPA and provides tax preparation, planning, and consulting services.
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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NJ
10/02/2006 - Present
Cetera Investment Advisers LLC (MOUNTAIN LAKES NJ)
NJ
10/07/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 12/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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