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 Sypher is a financial advisor with over 30 years of experience. Paul is registered with LPL Enterprise, LLC and has a Series 6, 7, 26, 63 and 65 license. Paul has earned the Certified Financial Planner and Chartered Financial Consultant designations. Paul's firm has over 55 registered representatives and 12 investment advisor representatives. Paul has worked with individual and business clients and specializes in consulting, financial planning, educational seminars, portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory 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
NY
11/14/2024 - Present
LPL Enterprise, LLC (CORTLAND NY)
NJ
07/29/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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