Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jeffrey Edem is a financial professional with over 40 years of experience in the financial services industry. Paul is currently registered with Cadaret, Grant & CO., Inc. in Kirkville, NY. Paul has previously been registered with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, EQUICO SECURITIES, INC. and FIRST INVESTORS CORPORATION. Paul holds several professional licenses and designations including a Series 63, Series 6 and Series 26. Paul also offers life, health, annuities, LTC, disability insurance, group health, dental, Medicare supplements, Medicare Advantage and Medicare prescription drug plans through various companies. Paul is dedicated to providing clients with personalized financial advice and guidance.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (KIRKVILLE NY)
NA
01/23/1984 - 03/08/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
01/04/1984 - 03/08/1989
EQUICO SECURITIES, INC.
NA
10/27/1982 - 01/04/1984
FIRST INVESTORS CORPORATION
BC
Issued 07/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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