Unclaimed
Paul Salter is an experienced financial professional with over two decades of experience in the industry. Paul is currently registered with Allstate Financial Services, LLC and holds a Series 6, 7, 63, and 65 licenses as well as the SIE exam. Paul also holds registrations in 10 states, including Florida, New Jersey, and California. Paul previously worked with J. B. Hanauer & Co. and First Investors Corporation.
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.
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.
1
2
FL
08/19/2002 - Present
Allstate Financial Services, LLC (BOYNTON BEACH FL)
NJ
08/15/2001 - 09/16/2002
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
03/07/1996 - 10/16/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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