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 registered with Cetera Investment Advisers LLC. Paul has been in the financial services industry since February 2005. Paul is currently registered in Oregon and has previous experience in the states of Arizona, California, Florida, Georgia, Idaho, Montana, Nevada, South Carolina, and Washington. Paul specializes in providing financial advice to individuals and businesses. Paul is also a certified financial planner and a chartered financial consultant.
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.
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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 5/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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