Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Betenbaugh is a financial advisor with Creative Financial Designs, Inc. Paul has been in the industry since 2007. Paul is registered with the state of California and specializes in helping individuals, families, and businesses with their financial planning needs. Paul is also an insurance agent.
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.
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
CA
05/24/2018 - Present
Creative Financial Designs, Inc. (Orland CA)
CA
03/10/2016 - 09/28/2017
SECURITIES AMERICA, INC. (ORLAND CA)
CA
11/09/2006 - 02/26/2016
EDWARD JONES (ORLAND CA)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Betenbaugh is the right advisor for you? Invested Better is here to help.
