Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Donald Drach is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Paul holds multiple licenses and designations, including the Series 7, Series 6, and Series 63 licenses. Paul is also a Certified Financial Planner and a Chartered Financial Consultant. Paul provides financial planning, asset management, and fixed insurance services to individuals, families, businesses, and charitable organizations. Paul is committed to providing personalized financial guidance and helping clients reach 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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
NY
04/10/1990 - 01/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/16/1996 - 08/15/1997
METROPOLITAN LIFE INSURANCE COMPANY
NY
05/28/1996 - 08/15/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
06/18/1989 - 04/20/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/27/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 10/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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