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 Petrie is a financial advisor with Cetera Investment Advisers LLC. Paul has been in the industry since 1991. Paul is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 24, 63, and 66 licenses. Paul is also registered with the state of Texas. In addition to working with Cetera Investment Advisers, Paul also has experience with other firms like Tower Square Securities, Inc., Advantage Capital Corporation, Chubb Securities Corporation, and Transamerica Financial Resources, Inc. Paul's areas of expertise include financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Paul is committed to providing his clients with personalized financial advice and services to help them achieve 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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (STONEHAM MA)
MA
04/23/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (STONEHAM MA)
GA
01/06/1995 - 04/25/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IN
01/06/1992 - 12/31/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CA
11/26/1991 - 02/05/1992
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BOTH
Issued 10/4/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/7/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/5/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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