Paul Steven Finkelstein

CRD 2718919 · Primerica Advisors · Delray Beach, FL

Broker

Also appears in the source record as: Paul S Finkelstein

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Expanded
Exams passed (5): SIESeries 7Series 24Series 63Series 65
Registered states (2): Florida · New York
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2718919 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (17)

From the source registration record · current first

Pfs Investments Inc.Current
Delray Beach, FL · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Delray Beach, FL · IA capacity

start not retrieved → present
National Securities Corporation
Delray Beach, FL · BC capacity

Aug 7, 2017 → Jun 30, 2020
Wfg Investments, Inc.
Delray Beach, FL · BC capacity

Mar 29, 2011 → Aug 8, 2017
Aventura Securities, LLC
Delray Beach, FL · BC capacity

Nov 11, 2009 → Apr 18, 2011
Lpl Financial Corporation
Boca Raton, FL · BC capacity

Aug 27, 2009 → Dec 1, 2009
Raymond James & Associates, Inc.
Boca Raton, FL · BC capacity

Nov 14, 2008 → Mar 11, 2009
Metropolitan Life Insurance Company
Fort Lauderdale, FL · BC capacity

Sep 27, 2006 → Nov 20, 2006
Metlife Securities Inc.
Fort Lauderdale, FL · BC capacity

Sep 27, 2006 → Nov 20, 2006
Lynn Finkelstein & Co.,inc.
Delray Beach, FL · IA capacity

May 15, 2001 → Jul 18, 2006
1st Discount Brokerage, Inc.
Lake Worth, FL · BC capacity

Aug 21, 2002 → Oct 17, 2002
Acument Securities, Inc.
San Francisco, CA · BC capacity

Aug 9, 2002 → Aug 21, 2002
Legacy Financial Services, Inc.
Petaluma, CA · BC capacity

Mar 2, 2000 → Apr 30, 2001
Cadaret, Grant & Co., Inc.
Syracuse, NY · BC capacity

Oct 4, 1999 → Feb 10, 2000
American Investment Services, Inc.
Oklahoma City, OK · BC capacity

Mar 10, 1999 → Oct 14, 1999
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Jul 12, 1996 → Mar 11, 1999
Nathan & Lewis Securities, Inc.
New York, NY · BC capacity

Jun 27, 1996 → Jul 22, 1996

Source & corrections

Where this page comes from

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