Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Theodore Paul is a financial advisor with over 28 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Previously, George has worked with several other firms including Securities America, Inc., Next Financial Group, Inc., and OneAmerica Securities, Inc. His expertise extends across various financial services, including financial planning, pension consulting, portfolio management, and educational seminars. With a wide range of experience and a focus on client education, George is dedicated to providing comprehensive financial solutions for individuals and businesses.
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.
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.
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VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HENRICO VA)
VA
07/16/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
NC
12/24/2008 - 08/15/2012
ONEAMERICA SECURITIES, INC. (CHARLOTTE NC)
VA
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (RICHMOND VA)
VA
01/30/2002 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RICHMOND VA)
MA
01/27/1995 - 03/04/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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