Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Woita is a financial advisor with Great Valley Advisor Group, Inc. located in Altoona, WI. Paul has been in the financial services industry since June 17, 1985. Paul has been registered with Great Valley Advisor Group, Inc. since December 2014 and previously was registered with Princor Financial Services Corporation, Chubb Securities Corporation, John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc. Paul also provides consulting services and offers educational seminars in addition to financial planning services.
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.
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.
Consulting services
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
WI
01/05/2015 - Present
Great Valley Advisor Group, Inc. (ALTOONA WI)
WI
05/20/1997 - 12/24/2014
PRINCOR FINANCIAL SERVICES CORPORATION (EAU CLAIRE WI)
IN
03/16/1990 - 05/23/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/18/1985 - 04/18/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/18/1985 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 04/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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