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Paul Evangel Petera

City National Securities, Inc.

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About Paul Evangel Petera

Paul Petera is a registered representative with City National Securities, Inc. located in Los Angeles, California. Paul has been in the financial services industry since 2004. Paul's previous roles include positions at CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC. and FIRST CLEARING, LLC. Paul holds a Series 63, Series 7 and Series 24 licenses.

Firm Information

Paul Petera is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mutual fund fees, broker fees & transaction fees

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Paul Petera’s Registration & Firm History

CA

12/02/2022 - Present

City National Securities, Inc. (LOS ANGELES CA)

CO

05/22/2017 - 10/29/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

NE

09/15/2010 - 04/18/2017

TD AMERITRADE, INC. (OMAHA NE)

VA

09/09/2003 - 08/03/2010

FIRST CLEARING, LLC (RICHMOND VA)

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Licenses & Designations

BC

Issued 12/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Evangel Petera.
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