Unclaimed
Paul Fletcher Burdett is a financial advisor with over 40 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, INC., a firm with over 985,000 client accounts and over $275 billion in assets under management. Paul's previous experience includes roles at Robert Thomas Securities, INC., A. G. Edwards & Sons, INC., Lehman Brothers Inc., Legg Mason Wood Walker, Incorporated, and Legg Mason Masten Inc. Paul is a Series 7, Series 24, Series 63 and Series 65 licensed advisor and holds a SIE license. He offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Paul has worked at Raymond James Financial Services Advisors, INC. since 2009 and is a registered representative in Maryland.
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
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SEVERNA PARK MD)
FL
12/18/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
12/16/1991 - 12/08/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/29/1990 - 01/07/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/03/1987 - 07/05/1990
LEGG MASON WOOD WALKER, INCORPORATED
MD
03/30/1982 - 07/05/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
IA
Issued 4/5/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/9/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Burdett is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.