Unclaimed
Paul Stramberg is a financial advisor with Cetera Investment Advisers LLC. Paul has been in the industry since December 9, 1997, and has extensive experience in providing financial planning and investment management services to individuals and businesses. Paul is registered with FINRA as a registered representative and holds the Series 6, 63, and 65 licenses. Paul also has a CPA license and is a notary public. In addition to Cetera Investment Advisers LLC, Paul is also affiliated with Paul Stramberg CPA LLC, which provides tax preparation services. Paul is committed to providing his clients with personalized service and guidance to help 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
NJ
09/27/2007 - Present
Cetera Investment Advisers LLC (ROCHELLE PARK NJ)
NJ
12/10/1997 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 09/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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