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Harry Paez

ST. Bernard Financial Services, Inc.

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About Harry Paez

Harry Paez is a financial advisor with St. Bernard Financial Services, Inc. located in RUSSELLVILLE, AR. Harry has been in the financial industry since 1998. Harry specializes in portfolio management for individuals and businesses. Harry has held licenses with Securities America, Inc., A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and E-W Investments, Inc. Harry is registered in Arizona and California.

Firm Information

Harry Paez is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harry Paez’s Registration & Firm History

AR

09/22/2017 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

CA

01/11/2006 - 09/21/2017

SECURITIES AMERICA, INC. (WILDOMAR CA)

MO

05/28/1999 - 12/15/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

02/09/1999 - 05/07/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

03/20/1998 - 01/06/1999

E-W INVESTMENTS, INC. (SAN GABRIEL CA)

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Licenses & Designations

IA

Issued 02/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Harry Paez. Review regulatory record here.
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