Years of Experience
5-20+ Years
LOS ANGELES, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Paul Matthew Weeks is a financial advisor with J.p. Morgan Securities LLC, based in LOS ANGELES, CA. Paul has been in the financial industry since 2018 and has a Series 63, SIE, and Series 79 license. Previously, Paul was a registered representative with HSBC SECURITIES (USA) INC..
SPECIALIZATIONS
Monterey, CA
34 Years Experience
0 Disclosures
ADVISOR BIO
Paul Matthew Cahalan is a financial advisor who has been in the industry since October 31, 1990. Paul is currently registered with Ameriprise Financial Services, LLC as a Registered Representative (RA) in California and Texas. Paul has also been previously registered with Stiefel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Paul's practice specializes in asset allocation services, financial planning, and portfolio management for businesses and individuals.
SPECIALIZATIONS
RIVERSIDE, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Paul Castro is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Paul Castro is registered with FINRA and has experience in the financial services industry since 2010. Paul Castro has been with LPL Financial LLC since August 2020. Before joining LPL Financial LLC, Paul Castro worked at UnionBanc Investment Services and BBVA Securities Inc. Paul Castro has been a registered investment advisor since August 2020. Paul Castro provides a range of financial services including financial planning, portfolio management, and educational seminars. Paul Castro is licensed to sell securities in Alabama, Arizona, Arkansas, California, Idaho, Nevada, North Carolina, Texas, Utah and Wyoming.
SPECIALIZATIONS
ENCINO, CA
40 Years Experience
1 Disclosures
ADVISOR BIO
Paul Pepperman is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Encino, California. Paul has been in the industry since 1984. Paul offers financial planning, portfolio management services for individuals, investment management for businesses, and other investment advisory services.
SPECIALIZATIONS
SANTA ANA, CA
32 Years Experience
0 Disclosures
ADVISOR BIO
Paul Byrd is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the financial services industry since 1992, serving individuals, families, and businesses. Paul has a deep understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
San Diego, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Paul Bonde is a financial advisor with over 5 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has been with the firm since October 2023. Prior to joining LPL Financial LLC, Paul was a financial advisor with CUSO Financial Services, LP from October 2022 to December 2021. Paul has held previous positions at TD Ameritrade, Inc., Edward Jones, and Northwestern Mutual Investment Services, LLC. Paul holds the Series 66, SIE, and Series 7 licenses. Paul specializes in providing financial planning, investment management, and other advisory services.
SPECIALIZATIONS
HANFORD, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Paul Singh Takhar is a financial advisor at J.P. Morgan Securities LLC. Paul is registered with the state of California and Texas. Paul has been in the financial services industry since 2009. Paul's office is located in Hanford, CA.
SPECIALIZATIONS
SOUTH SAN FRANCISCO, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Paul Ivan Camara is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Daly City, CA. Paul has been in the industry since April 2018 and holds several licenses including Series 66, Series 7 and SIE. Paul is registered in Arizona, California, Florida, Nevada, Oregon, Texas and Washington, as well as in the state of Texas as an Investment Advisor Representative.
SPECIALIZATIONS
MONTEREY, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Paul N Gregory is a financial advisor with over 25 years of experience. Paul has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1997 and has held various roles, including Financial Advisor and Investment Advisor Representative. Paul's expertise includes portfolio management for businesses and individuals, and he is registered in 32 states and holds multiple licenses, including Series 66, Series 7, and SIE.
SPECIALIZATIONS
SAUSALITO, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Paul Bergeron is a financial advisor at Wealth Enhancement Advisory Services, LLC. Paul has been in the financial services industry since 2011. Paul is a licensed investment advisor representative in California. Paul has been registered with Wealth Enhancement Advisory Services, LLC since May 2024.
SPECIALIZATIONS