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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 Joseph Wechsler is a financial advisor with over 37 years of experience in the industry. Paul is currently registered with Cetera Investment Advisers LLC and has been with them since August 2023. Paul has a wide range of experience in the industry, having worked at various firms, including Securian Financial Services, Inc., W. S. Griffith & Co., Inc., Home Life Insurance Company, NML Equity Services, Inc., and Robert W. Baird & Co. Incorporated. Paul is a Chartered Financial Consultant and has passed the Series 6, 24, 26, 62, 63, and SIE exams. Paul provides financial planning, pension consulting, and portfolio management services for individuals and businesses. Paul is dedicated to providing clients with personalized financial advice that meets their individual needs.
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
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (MEDIA PA)
PA
06/06/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
CT
05/29/1991 - 06/01/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
05/29/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
WI
01/13/1986 - 04/10/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
11/26/1985 - 04/10/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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