Unclaimed
Bryan Paul is an investment advisor representative with Principal Advised Services. Bryan has been in the industry since 2002. Bryan is registered with the state of Arkansas and Iowa as well as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Bryan has passed the Series 6, 7, 63, and 65 exams and is licensed to offer financial planning and portfolio management services. Bryan has a diverse background in the financial services industry, having worked for several prominent firms including Tower Square Securities, Inc., MetLife Securities Inc., and New England Securities. Bryan has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
08/09/2024 - Present
Principal Advised Services (CONWAY AR)
NY
01/12/2009 - 08/05/2010
TOWER SQUARE SECURITIES, INC. (WELLSVILLE NY)
MA
12/05/2005 - 12/24/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
02/17/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
11/20/2003 - 11/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
05/09/2002 - 12/04/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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