Unclaimed
Paul Cahill is an investment advisor representative with Stratos Wealth Partners, Ltd., located in Darien, CT. Paul has been in the financial services industry for over 24 years, holding Series 6, 7, 24, 51, 63 and 65 licenses. Paul provides financial planning, portfolio management and pension consulting services to individuals, high-net-worth individuals, businesses, and charitable organizations. Paul previously worked at VP Distributors LLC and Allianz Global Investors Distributors LLC.
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.
Percentage of assets under management with third party managers
1
2
CT
03/06/2024 - Present
Stratos Wealth Partners, Ltd. (Darien CT)
CT
04/04/2007 - 06/08/2023
VP DISTRIBUTORS LLC (HARTFORD CT)
NY
03/17/1999 - 03/13/2007
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 02/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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