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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 Feldman is a registered investment advisor representative with Cetera Investment Advisers LLC. Paul has been in the industry since 1990 and has held several positions at various firms, including Fifth Third Securities, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Capital Markets, Inc., PNC Brokerage Corp, and PNC Securities Corp. Paul is licensed in several states and has passed the Series 7, Series 63, Series 65, and SIE exams. Paul specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
07/10/2012 - 02/03/2016
FIFTH THIRD SECURITIES, INC. (PITTSBURGH PA)
PA
01/01/2004 - 07/10/2012
PNC INVESTMENTS (PITTSBURGH PA)
KY
02/06/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/10/1997 - 12/18/2001
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
PA
12/23/1994 - 12/10/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
01/24/1991 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NA
10/19/1988 - 01/10/1989
PNC SECURITIES CORP
IA
Issued 3/1/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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