Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul A. Storm is a financial advisor with Valic Financial Advisors, Inc. Paul has been in the industry since December 2011. Paul is registered to provide investment advice in Alaska, Arizona, Florida, Michigan, Minnesota, New Mexico, North Dakota, Pennsylvania, Utah, West Virginia, and Wisconsin. Paul holds the Series 66, SIE, and Series 7 licenses. Paul is also a Certified Financial Planner. Paul's firm is based in Houston, Texas, and employs over 1,200 individuals. The firm provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
MI
12/17/2014 - Present
Valic Financial Advisors, Inc. (MARQUETTE MI)
BOTH
Issued 12/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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