Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Chisholm is a registered representative with Cambridge Investment Research Advisors, Inc. based in Kenmore, NY. Paul has been in the industry since November 5, 1989 and holds a Series 7, Series 24 and SIE.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/10/2021 - Present
Cambridge Investment Research Advisors, Inc. (Kenmore NY)
NY
06/10/2010 - 07/11/2017
INVESTACORP, INC. (WILLIAMSVILLE NY)
NY
07/23/2003 - 12/31/2009
EQUITY SERVICES, INC. (TONAWANDA NY)
TN
01/24/1994 - 07/01/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
10/09/1991 - 01/10/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
04/26/1989 - 10/15/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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