Unclaimed
Paul Kit Stetter is an Investment Advisor Representative who has been active in the industry since April 2002. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and has a branch office in Ephrata, PA. Paul has a broad range of experience, including serving as an Associate/Employee for Fulton Bank and Fulton Financial Advisors, and as an Owner/Proprietor for Harry's Hideaway Llc. Paul is also licensed in a number of 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
01/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (EPHRATA PA)
PA
04/22/2002 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HAMBURG PA)
IA
Issued 03/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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