Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul M. Getty is a financial advisor with over 9 years of experience in the industry. Paul is currently registered with Emerson Equity LLC and Lightpath Capital, Inc., and has previously worked with Colorado Financial Service Corporation and Concorde Investment Services, LLC. Paul holds the Series 63, Series 62, Series 22 and SIE licenses. Paul's experience is focused on providing financial planning, portfolio management, and educational seminars to individuals and high-net-worth clients. Paul works primarily with individual investors and high net-worth individuals. Paul also manages private placement life insurance / insurance dedicated funds (single investor private funds).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
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CA
08/20/2024 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
03/06/2017 - 11/06/2017
EMERSON EQUITY LLC (San Jose CA)
CA
01/04/2016 - 03/07/2017
COLORADO FINANCIAL SERVICE CORPORATION (SAN JOSE CA)
CA
07/24/2015 - 12/31/2015
CONCORDE INVESTMENT SERVICES, LLC (San Jose CA)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/24/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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