Unclaimed
Paul Fletcher Burdett is a financial advisor with over 40 years of experience in the financial industry. Paul Fletcher Burdett is currently registered with Raymond James Financial Services Advisors, Inc. in Maryland and Delaware. Paul Fletcher Burdett's experience includes previous roles at Robert Thomas Securities, Inc, A. G. Edwards & Sons, Inc., Lehman Brothers Inc., Legg Mason Wood Walker, Incorporated and Legg Mason Masten Inc. Paul Fletcher Burdett offers a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SEVERNA PARK MD)
FL
12/18/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
12/16/1991 - 12/08/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/29/1990 - 01/07/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/03/1987 - 07/05/1990
LEGG MASON WOOD WALKER, INCORPORATED
MD
03/30/1982 - 07/05/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
IA
Issued 04/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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