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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 Ritchie is a financial advisor with Cetera Investment Advisers LLC, based in Hagerstown, Maryland. Paul has been in the financial services industry since 1999 and is registered as a securities broker and an investment advisor representative in several states, including Maryland, Pennsylvania and many others. Before joining Cetera, Paul worked for Advantage Capital Corporation and Charles Schwab & Co., Inc.. Paul holds a variety of securities licenses and designations. Paul is also a Financial Advisor for Orrstown Bank, dba Orrstown Financial Advisors.
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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2
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (HAGERSTOWN MD)
NH
07/19/2004 - 09/08/2006
ADVANTAGE CAPITAL CORPORATION (GRANTHAM NH)
TX
10/14/1999 - 07/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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