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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 Lysan is a financial advisor with Centaurus Financial, Inc. Paul has been working in the financial services industry since 1987 and has experience with Investors Capital Corp. and 1ST BCCW CAPITAL CORP. Paul holds multiple licenses and certifications, including Series 7, Series 6, Series 22, Series 24, Series 27, Series 63, and Series 65. Paul is a Chartered Financial Analyst and is registered in several states, including California, Florida, Massachusetts, New Hampshire, and Vermont.
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
MA
09/13/2016 - Present
Centaurus Financial, Inc. (PEABODY MA)
MA
08/27/2004 - 09/06/2016
INVESTORS CAPITAL CORP. (PEABODY MA)
NH
08/04/2004 - 08/04/2016
1ST BCCW CAPITAL CORP (BEDFORD NH)
NY
02/15/2010 - 07/16/2010
TRADEDESK FINANCIAL CORP. (NEW YORK CITY NY)
NY
11/11/2008 - 01/19/2010
TRADEDESK FINANCIAL CORP. (NEW YORK CITY NY)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/01/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MA
06/12/1998 - 11/15/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
10/09/1997 - 05/16/1998
C.A. ATLANTIC SECURITIES, INC. (BOSTON MA)
NH
06/13/1989 - 07/15/1997
NEWCOMB AND COMPANY (HAMPTON FALLS NH)
NA
04/15/1986 - 04/20/1987
FFPS BROKERAGE, INC.
NA
04/04/1985 - 01/01/1986
GAMCO SECURITIES, INC.
NA
12/12/1983 - 05/20/1985
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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