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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 Beatty is a financial advisor with Commonwealth Financial Network, with a focus on building long-term financial strategies for clients. Paul has been working in the financial industry since 1995 and holds a variety of licenses, including Series 7, 63, 65, and 24. Paul has extensive experience providing investment advice to a diverse client base, ranging from individuals and families to corporations and charitable organizations. Commonwealth Financial Network is a leading independent broker-dealer, providing support and resources for its advisors to focus on client 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/28/2002 - Present
Commonwealth Financial Network (DANBURY CT)
NY
07/06/1995 - 09/25/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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