Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Haftel is a registered representative with Principal Securities, Inc. in Jacksonville, Florida. Paul is currently licensed in Florida, and holds the SIE and Series 6TO exams. Paul has been in the financial industry since 2024. Paul specializes in providing financial planning and investment management services to individuals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
08/01/2024 - Present
Principal Securities, Inc. (Jacksonville FL)
BC
Issued 08/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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