Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Seymour is a financial advisor with over 34 years of experience in the financial services industry. Paul is currently registered with Cetera Investment Advisers LLC, which has over 100 billion in assets under management. Paul specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul is licensed to provide investment advice in multiple states, including New York, Texas, and several others. Paul's experience and qualifications allow him to provide comprehensive financial advice to his clients.
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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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 11/7/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/7/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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