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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Francis is a financial advisor with Quadrant Private Wealth Management, LLC. Paul has been working in the financial industry since 2013. Paul has a Series 7 and Series 66 license and holds the Certified Financial Planner designation. Paul has a history of working with clients of all types, including high-net-worth individuals and pension and profit-sharing plans. Paul has worked at several firms before joining Quadrant Private Wealth Management, LLC, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Paul has significant experience in investment advice, portfolio management and financial planning. Paul is dedicated to providing excellent client service and helping clients achieve their financial goals.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
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2
PA
02/26/2020 - Present
Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)
PA
02/21/2020 - 05/31/2024
PURSHE KAPLAN STERLING INVESTMENTS (Center Valley PA)
PA
10/15/2013 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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