Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kreutzer is a financial professional with over 10 years of experience in the industry. Paul has a proven track record of success in providing financial planning and portfolio management services to individuals, families, and businesses. Paul is currently registered with Park Avenue Securities LLC, and previously held a similar position with NYLIFE Securities LLC. Paul holds several industry certifications, including Series 7, 6, 63, 65, and 24. Paul is dedicated to providing his clients with personalized financial advice 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CT
02/07/2024 - Present
Park Avenue Securities LLC (NEW HAVEN CT)
CT
11/29/2018 - 12/22/2023
NYLIFE SECURITIES LLC (STRATFORD CT)
IA
Issued 11/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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