Paul Lebowitz (CRD# 1641591) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 37 years of experience in the finance industry. Paul Lebowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Princeton Global Asset Management LLC | Princeton, NJ | Jan 2019 - Current | 5 |
Chelsea Financial Services | Staten Island, NY | Mar 2017 - Current | 7 |
Abrahamsenrock, Llc/fountainhead | Holmdel, NJ | Nov 2012 - Jan 2019 | 6 |
Fsic | Seattle, WA | Nov 2015 - Jun 2016 | < 1 |
Securevest Financial Group Inc. | Morristown, NJ | Nov 2012 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NJ
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Total Assets Under Management606MILLIONS
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Total Number of Accounts1,001ACCOUNTS
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Average Account Value$605,184
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, DE, FL, NJ, NY, PA, TX
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