Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cella is a financial advisor with Research Financial Strategies, a registered investment advisor firm based in Rockville, Maryland. Paul has over 30 years of experience in the financial services industry and holds a number of industry licenses and certifications. Paul is committed to providing personalized financial advice and services to individuals, families, and businesses. Paul's prior experience includes roles at Purshe Kaplan Sterling Investments, International Assets Advisory, LLC, NFP Advisor Services, LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Paul has worked in multiple offices across the US, most recently in Holmdel, New Jersey. Paul has a strong track record of success in 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.
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.
Percentage of annual income or net worth
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2
MD
02/22/2021 - Present
Research Financial Strategies (ROCKVILLE MD)
NJ
02/18/2021 - 04/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (Holmdel NJ)
NJ
03/20/2015 - 02/16/2021
INTERNATIONAL ASSETS ADVISORY, LLC (HOLMDEL NJ)
NJ
06/18/2007 - 03/20/2015
NFP ADVISOR SERVICES, LLC (LINCROFT NJ)
NJ
11/13/1991 - 06/19/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)
WI
11/13/1991 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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