Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mcbeth is a financial professional with over 28 years of experience in the financial services industry. Paul has a broad range of experience in the financial services industry, including previous roles at SagePoint Financial, Inc. and American General Securities Incorporated. Paul currently works at Cetera Investment Advisers LLC and has been with them since December 2020. Paul is registered with the state of Pennsylvania as both a Broker and an Investment Advisor Representative. Paul has a wide range of product and industry expertise, including securities, insurance and mutual funds. Paul is committed to helping clients achieve their financial goals.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
10/31/2008 - 12/22/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
06/01/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PITTSBURGH PA)
MD
06/15/1995 - 06/01/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 7/6/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 5/25/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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