Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Douglas Booth is a financial advisor with Delta Wealth Management in GRANITE BAY, CA. Paul has been a registered investment advisor since 1994, and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Paul is also a Certified Financial Planner and Chartered Financial Analyst. Prior to joining Delta Wealth Management, Paul worked at several other firms, including Financial Telesis Inc, B. C. Ziegler and Company, GS2 Securities, Inc., SJ Capital, Inc., Kavanaugh Securities, Inc., and Stanford Investment Group, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
01/01/1994 - Present
Delta Wealth Management (GRANITE BAY CA)
CA
11/08/1999 - 09/30/2003
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IL
01/01/1999 - 12/17/1999
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
02/16/1989 - 01/01/1999
GS2 SECURITIES, INC. (MILWAUKEE WI)
NA
02/17/1987 - 01/04/1989
SJ CAPITAL, INC.
NA
11/20/1985 - 12/10/1986
KAVANAUGH SECURITIES, INC.
NA
01/28/1983 - 12/10/1985
STANFORD INVESTMENT GROUP, INC.
BC
Issued 02/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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