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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Deloria is a financial advisor with LPL Financial LLC in Victor, NY. Paul Deloria has been in the securities industry for 10 years. Paul Deloria has registrations in 4 states, which include Arizona, Florida, New York, and New York. Paul Deloria also holds the Series 6, 7TO, and SIE licenses. Paul Deloria is a CERTIFIED FINANCIAL PLANNER™. Paul Deloria was previously registered with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (VICTOR NY)
NY
08/22/2014 - 05/15/2018
J.P. MORGAN SECURITIES LLC (ROCHESTER NY)
NY
04/24/2007 - 06/08/2009
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
MA
03/23/2004 - 04/28/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/23/2004 - 04/28/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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