Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Towne Caswell is a financial advisor with Cetera Investment Advisers LLC. Paul is a Certified Financial Planner and Chartered Financial Consultant. Paul has been in the financial industry since February 2005 and is licensed to provide financial advice in several states. Paul has a wide range of experience in providing financial services to individuals and businesses. Paul specializes in financial planning, portfolio management, and pension consulting. Paul provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE OR)
OR
02/24/2005 - 05/16/2007
VALIC FINANCIAL ADVISORS, INC. (EUGENE OR)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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