Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lee Paul is a financial advisor at Ameriprise Financial Services, LLC. Gary has over 29 years of experience in the financial services industry. Gary specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and asset allocation services. Gary is registered with the state of Michigan and Ohio as an investment advisor representative and is also registered with FINRA as a general securities representative. Gary holds Series 63, 65, and 7 licenses and has passed the SIE exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
03/16/2015 - Present
Ameriprise Financial Services, LLC (CHELSEA MI)
MI
02/05/2014 - 03/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
02/25/2013 - 02/13/2014
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
MI
08/31/2010 - 02/21/2013
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
05/28/2009 - 09/13/2010
METLIFE SECURITIES INC. (ANN ARBOR MI)
MI
09/09/1993 - 05/29/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MANCHESTER MI)
MN
09/09/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Paul is the right advisor for you? Invested Better is here to help.
