Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Beeson is an investment advisor representative registered with Cetera Investment Advisers LLC. Paul has been in the financial services industry since October 27, 1988. Paul is registered with the states of Arizona, California, Minnesota, and Oklahoma. Paul is also licensed as an investment advisor in California. Paul's previous experience includes working with First Financial Equity Corporation, KCD FINANCIAL, INC., Foothill Securities, Inc., CUE FINANCIAL GROUP, INC., and Plenge, Thomas & Gunning Securities, Inc. Paul is also a registered representative with Cetera Advisor Networks LLC. Paul specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
TEMECULA, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TEMECULA CA)
CA
05/17/2022 - 06/24/2022
KCD FINANCIAL, INC. (Temecula CA)
CA
03/18/2013 - 05/17/2022
FIRST FINANCIAL EQUITY CORPORATION (Temecula CA)
AZ
08/03/2009 - 12/31/2012
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
06/01/1998 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
08/14/1991 - 06/01/1998
PLENGE, THOMAS & GUNNING SECURITIES, INC. (PHOENIX AZ)
NA
10/31/1988 - 08/07/1990
BUSCH FINANCIAL GROUP, LTD.
CA
10/25/1988 - 01/29/1990
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NA
01/06/1987 - 05/07/1987
DEAN WITTER REYNOLDS INC.
NA
10/01/1985 - 08/18/1986
ALEXANDRA ARMSTRONG ASSOCIATES, INC.
IA
Issued 8/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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