Unclaimed
Paul Archambeau is an investment advisor representative associated with Cetera Investment Advisers LLC, based in Woodbury, Minnesota. Paul has been in the financial services industry since March 10, 1999, and is registered to offer securities in multiple states, including Minnesota, Texas, Arizona, Florida, Illinois, Iowa, Kansas, New Mexico, North Carolina, South Carolina, and Wisconsin. Paul has a Series 7 and Series 63 securities license and a Series 65 investment advisor license. Paul specializes in providing financial planning, portfolio management, and educational seminars to individual and business 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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (WOODBURY MN)
MN
03/11/1999 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
02/16/2001 - 10/19/2021
CRI SECURITIES, LLC (ST. PAUL MN)
IA
Issued 7/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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