Paul Goldstein (CRD# 5729859) is an Investment Advisor Representative working at Park Avenue Securities LLC in Clemson, SC and has over 12 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Clemson, SC | Jan 2016 - Current | 8 |
| Park Avenue Securities LLC | Clemson, SC | Jan 2016 - Current | 8 |
| Nylife Securities LLC | Greenville, SC | Mar 2011 - Current | 13 |
| Park Avenue Securities | Greenville, SC | Mar 2013 - Dec 2015 | 2 |
| Guardian Life Insurance Company | Greenville, SC | Feb 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- NJ
- NC
- SC
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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