Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Janson is a financial advisor at Capstone Partners. Paul has over 17 years of experience in the financial services industry. He is a Series 7, 24, 62, 79TO, and 99TO licensed professional. Paul holds a Compliance Officer Examination (Series 14) and is registered in Colorado. Prior to joining Capstone Partners, Paul was employed at HEADWATERS BD, LLC.
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.
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.
1
2
MA
04/03/2018 - Present
Capstone Partners (BOSTON MA)
CO
09/15/2006 - 03/04/2019
HEADWATERS BD, LLC (DENVER CO)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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