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 Jetter is a financial advisor with over 30 years of experience in the industry. Paul is a Certified Financial Planner and is registered with Private Portfolio Partners, LLC and is currently based in Holmdel, New Jersey. Paul has worked with clients in a variety of capacities, including providing financial planning, investment advice, and portfolio management for individuals, businesses, and high-net-worth individuals. In the past, Paul has also worked at several other financial institutions, including New England Securities, Lincoln Financial Advisors Corporation, and Bear, Stearns & Co. 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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation/referral and consulting services
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
NJ
04/07/2016 - Present
Private Portfolio Partners, LLC (HOLMDEL NJ)
NJ
12/11/2009 - 03/18/2014
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
03/29/2006 - 12/11/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)
NJ
03/29/2006 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (EDISON NJ)
NY
05/16/2001 - 10/28/2004
SRS SECURITIES LLC (NEW YORK NY)
NY
09/09/1996 - 04/25/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/01/1992 - 09/16/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
11/23/1988 - 03/27/1990
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 04/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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