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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Haag is a financial advisor at Raymond James & Associates, Inc., a firm that manages between $1 billion and $10 billion in assets. John Paul has been a registered representative for over 25 years and is licensed to provide investment advice in over 20 states. John Paul has a broad range of experience, including investment advisory, financial planning, and portfolio management for individuals and businesses. John Paul also provides educational seminars and selection of other advisors. John Paul's experience and expertise make John Paul a valuable resource for clients seeking financial advice.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
01/25/2007 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
09/01/1995 - 01/10/2007
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 07/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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