Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Contreri is a financial advisor with over 40 years of experience in the industry. Paul is registered with Cetera Investment Advisers LLC and has been a representative of Cetera Advisor Networks LLC since 2013. Paul specializes in financial planning, portfolio management, and pension consulting. Paul also provides educational seminars and assists clients with selecting other advisors. Paul is a Certified Financial Planner™ and is licensed to provide financial advice in 38 states.
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
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FLORHAM PARK NJ)
NA
06/07/1981 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 4/6/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/1/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 6/5/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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