Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Careau is a registered representative with Bolton Global Capital and an investment advisor representative with Bolton Global Asset Management. Paul has been in the financial services industry since 1994 and has a wide range of experience serving a diverse clientele. Paul has a strong track record of success in helping clients reach their financial goals. His commitment to client satisfaction is evident in his many years of experience and his dedication to providing personalized service.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
04/13/2022 - Present
Bolton Securities Corp. (BOLTON MA)
RI
01/02/2004 - 08/21/2008
JESUP & LAMONT SECURITIES CORP (WOONSOCKET RI)
CA
03/10/1994 - 12/31/2003
OFTRING & COMPANY, INC. (LOS ANGELES CA)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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