Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Neuenswander is a registered investment advisor representative with Cetera Investment Advisers LLC. Paul has been working in the financial services industry since June 2004. Paul has offices in South Jordan, Riverton, Midvale, Salt Lake City and Salt Lake City, UT. Cetera Investment Advisers LLC is a financial services firm that provides investment advisory services to individuals, corporations, and other institutions. The firm has over 100,000 clients and $100 billion in assets under management.
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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UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SOUTH JORDAN UT)
RI
06/16/2004 - 11/24/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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