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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Decelles is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with LPL Financial LLC. Paul is a registered representative in Vermont and Texas. Paul has passed the Series 6, Series 7, Series 24 and the Series 63 exams as well as the Securities Industry Essentials Examination (SIE). Paul also holds a Uniform Investment Adviser Law Examination (Series 65). Paul has previously worked with Amev Investors, Inc., Fortis Investors, Inc., and Nationwide Advisory Services, Inc. Paul's current firm, LPL Financial LLC, has more than 20,000 licensed agents and over $463 Billion dollars in regulatory assets under management. LPL provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
09/18/2000 - Present
LPL Financial LLC (NEWPORT VT)
MN
02/12/1997 - 08/03/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
OH
06/20/1996 - 03/05/1997
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MN
07/15/1986 - 12/31/1989
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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