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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Zielinski is a registered investment advisor representative with Cetera Investment Advisers LLC. Paul has been in the financial services industry since 1999. Paul is licensed to provide financial services in New Jersey and New York. Paul's firm has approximately $104 billion in assets under management and focuses on providing investment advice to high-net-worth individuals, corporations, and charitable organizations. In addition to Cetera Investment Advisers LLC, Paul is also a certified public accountant and operates his own accounting and tax practice.
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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NJ
06/10/2011 - Present
Cetera Investment Advisers LLC (LITTLE FALLS NJ)
NJ
12/23/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 6/9/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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