Unclaimed
Paul Newton is a financial advisor with Centaurus Financial, Inc. Paul has been in the financial services industry for over 30 years. He has a broad range of experience providing financial advice to individuals and businesses. Paul is licensed to offer securities and investment advisory services in multiple states, including District of Columbia, Florida, and Maryland. Paul has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals. Paul is also a licensed tax preparer and owns PLN & Associates, Inc., a tax preparation firm.
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
VA
02/05/2019 - Present
Centaurus Financial, Inc. (LEESBURG VA)
MD
08/27/2018 - 01/21/2019
SECURITIES AMERICA, INC. (BOWIE MD)
MD
10/21/2010 - 08/17/2018
CENTAURUS FINANCIAL, INC. (BOWIE MD)
DC
04/20/2010 - 10/07/2010
ALLSTATE FINANCIAL SERVICES, LLC (WASHINGTON DC)
MD
09/25/2006 - 03/31/2010
CENTAURUS FINANCIAL, INC. (BOWIE MD)
MD
06/13/2001 - 09/26/2006
USALLIANZ SECURITIES, INC. (BOWIE MD)
MA
01/02/1996 - 07/10/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VA
09/24/1992 - 12/29/1995
MASON SECURITIES, INC. (RESTON VA)
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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