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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 Newell is an investment advisor representative at Cetera Investment Advisers LLC. Paul has been in the financial services industry since February 2018 and is registered to provide investment advice in Florida, Georgia, Maryland, Mississippi, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas. Paul specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Paul holds Series 66, Series 7, and SIE licenses and is a licensed attorney in South Carolina.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
02/23/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
TN
04/26/2019 - 01/21/2021
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
01/02/2018 - 04/02/2019
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 2/7/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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