Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Aftanas is a financial advisor with Cambridge Investment Research Advisors, Inc. Paul has been in the industry since 2003 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Paul is registered with the state of Wisconsin and is also a Certified Financial Planner. Paul is committed to providing clients with personalized advice and services to help them reach their financial goals. In addition to his work with Cambridge Investment Research Advisors, Inc., Paul is also involved in the community, serving as a Board Member and Treasurer for Marinette County Group Home.
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.
Solicitation fees from 3rd party money managers
1
2
WI
11/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Marinette WI)
WI
01/30/2007 - 11/24/2021
LPL FINANCIAL LLC (MARINETTE WI)
MI
08/12/2003 - 01/22/2007
WELLS FARGO INVESTMENTS, LLC (MENOMINEE MI)
BOTH
Issued 08/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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