Unclaimed
Paul Zirakian is a financial advisor with over 30 years of experience in the financial services industry. Paul has been registered with Cetera Investment Advisers LLC since November 2024 and previously worked with Raymond James & Associates, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Lehman Brothers Inc. Paul specializes in providing financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Paul holds Series 7, Series 31, Series 63, and Series 65 licenses and has a SIE designation.
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
FL
11/12/2024 - Present
Cetera Investment Advisers LLC (Minneola FL)
FL
10/11/2011 - 11/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
FL
06/01/2009 - 11/11/2011
MORGAN STANLEY SMITH BARNEY (OCALA FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
NY
02/03/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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