Unclaimed
Paul Deer is a financial advisor with Empower Advisory Group, LLC. Paul has been in the financial services industry since August 12, 2010. Paul has a Series 7, Series 63, Series 65, and Series 24 license. Paul holds a Certified Financial Planner designation. Paul specializes in providing financial planning and portfolio management services to individuals and families. Paul works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
08/12/2010 - 11/04/2013
SCOTTRADE, INC. (BOULDER CO)
IA
Issued 10/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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