Unclaimed
Paul Voorhies is a financial advisor at First Command Advisory Services. Paul has been in the financial services industry since 2003. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer financial advice in Nevada and California. Paul has a strong track record of helping clients achieve their financial goals, including providing financial planning and portfolio management. Paul specializes in providing financial advice to individuals and corporations.
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.
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.
1
2
TX
11/02/2023 - Present
First Command Advisory Services (FORT WORTH TX)
UT
12/11/2007 - 07/28/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (SALT LAKE CITY UT)
UT
03/15/2004 - 12/05/2007
ONEAMERICA SECURITIES, INC. (SALT LAKE CITY UT)
NY
11/05/2003 - 03/09/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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