Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Steven Finkelstein is a financial professional with over 20 years of experience in the industry. Paul is currently registered with PFS Investments Inc. and has previously been registered with other firms including National Securities Corporation, WFG Investments, Inc., Aventura Securities, LLC, LPL Financial Corporation, Raymond James & Associates, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, 1st Discount Brokerage, Inc., Acument Securities, Inc., Legacy Financial Services, Inc., Cadaret, Grant & Co., Inc., American Investment Services, Inc., Dean Witter Reynolds Inc. and Nathan & Lewis Securities, Inc. Paul has a broad range of experience working with individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/21/2021 - Present
PFS Investments Inc. (DELRAY BEACH FL)
FL
08/07/2017 - 06/30/2020
NATIONAL SECURITIES CORPORATION (DELRAY BEACH FL)
FL
03/29/2011 - 08/08/2017
WFG INVESTMENTS, INC. (DELRAY BEACH FL)
FL
11/11/2009 - 04/18/2011
AVENTURA SECURITIES, LLC (DELRAY BEACH FL)
FL
08/27/2009 - 12/01/2009
LPL FINANCIAL CORPORATION (BOCA RATON FL)
FL
11/14/2008 - 03/11/2009
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
09/27/2006 - 11/20/2006
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
09/27/2006 - 11/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
FL
08/21/2002 - 10/17/2002
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
08/09/2002 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/02/2000 - 04/30/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
10/04/1999 - 02/10/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
OK
03/10/1999 - 10/14/1999
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NY
07/12/1996 - 03/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/27/1996 - 07/22/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Finkelstein is the right advisor for you? Invested Better is here to help.
