Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Contos is a financial advisor at LPL Financial LLC. Paul has been a registered representative in the securities industry since 1999. Paul has held positions at several firms including Citizens Securities, Inc., NatCity Investments, Inc., and NatCity Insurance Services, Inc. Paul holds the Series 7, 24, 63, and 65 securities licenses as well as the SIE. Paul is a Certified Financial Planner and has a background in providing financial planning, portfolio management, and other investment advisory services to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
07/20/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
10/12/2004 - 07/21/2023
CITIZENS SECURITIES, INC. (PLEASANT HILLS PA)
OH
10/26/2000 - 10/07/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
10/26/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
04/05/2000 - 10/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/16/1999 - 05/19/1999
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
IA
Issued 10/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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