Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Francis Seymour is a financial advisor who has been in the industry since 1989. Paul is currently registered with Cetera Investment Advisers LLC. Paul is also a licensed insurance agent and serves on the Board of Directors of Champlain Technology Group. Prior to joining Cetera Investment Advisers, Paul was affiliated with CADARET, GRANT & CO., INC., EQUITY SERVICES, INC., NEW ENGLAND SECURITIES, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Paul holds Series 6, 7, 63, and 65 licenses and specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
1
2
NY
06/20/2024 - Present
Cetera Investment Advisers LLC (PLATTSBURGH NY)
NY
05/24/2006 - 06/24/2024
CADARET, GRANT & CO., INC. (PLATTSBURGH NY)
VT
01/30/1995 - 05/26/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
05/16/2006 - 05/25/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
11/08/1989 - 03/06/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/08/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Seymour is the right advisor for you? Invested Better is here to help.
