Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Neuenswander is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since June 2004. Paul has offices located in SOUTH JORDAN, UT and RIVERTON, UT. Cetera Investment Advisers LLC has offices throughout the United States and has a team of advisors that offer a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Paul is a registered representative in the states of Arizona, Colorado, Idaho, Maryland, Michigan, New Mexico, Texas, Utah, Virginia, and Wyoming.
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 10/5/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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