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 an investment advisor representative at Cetera Investment Advisers LLC with over 30 years of experience in the financial services industry. Paul has held various roles with several firms over the years, and has been registered with the Securities and Exchange Commission (SEC) since 1991. Paul has a wide range of experience in providing financial advice to individuals and businesses, including portfolio management, financial planning and pension consulting. Paul is a licensed insurance agent offering non-variable insurance products and is also a member of the Woburn Lions Club. Paul is committed to providing his clients with personalized service and helping 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 10/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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