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 a registered investment advisor and broker in California and other states. Paul has been working in the industry since 1988. Paul has a total of 10 years of experience with Cetera Investment Advisers LLC, including experience with their office in Temecula, California. Prior to that, Paul was registered with KCD FINANCIAL, INC., First Financial Equity Corporation, Foothill Securities, Inc., Cue Financial Group, Inc., Plenge, Thomas & Gunning Securities, Inc., Busch Financial Group, Ltd., Corporate Benefit Securities, Inc., Dean Witter Reynolds Inc. and Alexandra Armstrong Associates, Inc. Paul holds Series 63, 65, 7, 24, and SIE licenses. Paul's current firm, Cetera Investment Advisers LLC, is a firm specializing in investment advisory services for individuals, pension plans, corporations, insurance companies, and other clients.
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 08/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Beeson is the right advisor for you? Invested Better is here to help.
