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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robert Thompson is an active investment advisor representative with Cetera Investment Advisers LLC. Paul Robert Thompson is registered with the state of New Jersey as an Investment Adviser Representative. Paul Robert Thompson has been working in the financial industry since 1980. Paul Robert Thompson is also registered with the state of Texas as an Investment Adviser Representative. The individual specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Paul Robert Thompson is also a member of the board of the Paramus Veteran’s Nursing Home.
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
NJ
04/06/2018 - Present
Cetera Investment Advisers LLC (OAKLAND NJ)
NJ
03/10/1980 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 5/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/2/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/3/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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