Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Matthew Cahalan is a financial advisor who has been in the industry since October 31, 1990. Paul is currently registered with Ameriprise Financial Services, LLC as a Registered Representative (RA) in California and Texas. Paul has also been previously registered with Stiefel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Paul's practice specializes in asset allocation services, financial planning, and portfolio management for businesses and individuals.
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.
Asset allocation services
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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2
CA
04/19/2024 - Present
Ameriprise Financial Services, LLC (Monterey CA)
CA
08/21/2008 - 04/26/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MONTEREY CA)
CA
01/01/2008 - 08/26/2008
WACHOVIA SECURITIES, LLC (MONTEREY CA)
CA
07/02/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MONTEREY CA)
NY
11/01/1990 - 07/06/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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