Unclaimed
Paul Everett Deppe is a financial professional with over 35 years of experience in the industry. Paul has a strong background in investment company products and variable contracts, as well as a thorough understanding of securities industry essentials. Paul is currently registered with PFS Investments Inc. and is licensed in Connecticut and Florida. Paul has been with PFS Investments Inc. since 2008, and has a proven track record of providing investment advice and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/08/2008 - Present
PFS Investments Inc. (WRIGHTSTOWN PA)
SC
07/03/1986 - 02/06/2007
PFS INVESTMENTS INC. (COLUMBIA SC)
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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