Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Petkus is a financial advisor with over 39 years of experience in the financial services industry. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. Paul has a wide range of experience in the financial services industry and holds multiple licenses and certifications. Paul offers a variety of financial services including portfolio management, financial planning, and educational seminars. Paul is also a trustee for various family trusts and assists with investment research, selection, and implementation. Paul is committed to providing clients with personalized financial advice and guidance. Paul's office is located at 36 Main Street, Suite 101, Park Ridge, IL, 60068.
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
IL
01/31/2013 - Present
Raymond James Financial Services Advisors, Inc. (Park Ridge IL)
IL
02/24/1984 - 06/15/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CHICAGO IL)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/24/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/15/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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