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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 Steven Karsevar is an investment advisor representative at Janney Montgomery Scott LLC. Paul has been in the financial services industry since 1982 and has been registered with Janney Montgomery Scott LLC since 1999. Paul is registered with the state of Texas as an investment advisor representative and is also registered with the state of New Jersey and Pennsylvania as a broker. Paul Steven Karsevar has earned his Series 31, Series 7, and Series 65 licenses.
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.
Fee plus commission
1
2
PA
03/05/2024 - Present
Janney Montgomery Scott LLC (WYNCOTE PA)
NY
06/09/1986 - 11/24/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/01/1985 - 06/19/1986
GRUNTAL & CO. INCORPORATED
NA
06/25/1982 - 10/01/1985
HERZFELD & STERN INC.
IA
Issued 06/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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