Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Levis is a financial advisor who has been in the industry since 2001. Paul is currently registered with Cadaret, Grant & CO., Inc. in both New York and Texas. Paul has a diverse set of credentials including the Series 7, Series 63, Series 65, and Series 24 licenses, as well as the SIE exam. Paul is also a Certified Financial Planner and Chartered Financial Analyst. In addition to investment advising, Paul also works as an insurance agent. Paul has previously been employed with PA Distributors LLC and Cadaret, Grant & CO., Inc.
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.
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2
NY
02/27/2015 - Present
Cadaret, Grant & CO., Inc. (YONKERS NY)
NY
08/01/2002 - 01/20/2005
PA DISTRIBUTORS LLC (NEW YORK NY)
NY
08/21/2001 - 08/01/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 09/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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