Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Purcell is a financial advisor with over 28 years of experience in the financial services industry. Paul currently works at Cetera Investment Advisers LLC. Paul has held previous positions at 1st Global Capital Corp, NFP Securities, Inc, Dain Rauscher Incorporated, H.D. Vest Investment Securities, Inc and Olde Discount Corporation. Paul is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 24, Series 52, Series 63 and Series 65 licenses. Paul has been working with individuals, families, corporations and pension and profit sharing plans for many years. Paul is known for his experience and expertise in financial planning, portfolio management, and insurance. Paul is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
05/20/2008 - 09/19/2011
1ST GLOBAL CAPITAL CORP. (AUSTIN TX)
TX
09/19/2000 - 05/02/2008
NFP SECURITIES, INC. (AUSTIN TX)
NY
02/23/1999 - 09/14/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
TX
04/12/1996 - 02/26/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MI
08/01/1995 - 04/03/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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