Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Norman Potadle is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Paul has over 23 years of experience in the financial services industry. Paul's previous employment includes roles at Walnut Street Securities, Inc. and New England Securities. Paul holds a Series 63, Series 65, Series 7, Series 6, and Series 4 licenses. Paul is registered in 11 states and has a strong background in financial planning and portfolio management.
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
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (LINCOLN NE)
CA
02/13/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
05/19/1999 - 02/05/2013
NEW ENGLAND SECURITIES (ST. LOUIS MO)
IA
Issued 12/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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