Unclaimed
Paul Allan Lankau is a financial advisor with First Horizon Advisors, Inc., based in Mt. Pleasant, SC. Paul has over 30 years of experience in the financial services industry. Paul is also a Certified Financial Planner. Paul has a wide range of experience and expertise in financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Paul's experience includes working for several other firms including Principal Securities, Inc., Nationwide Securities, LLC and Princor Financial Services Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
SC
11/29/2016 - Present
First Horizon Advisors, Inc. (Mt. Pleasant SC)
SC
12/18/2013 - 12/01/2016
PRINCIPAL SECURITIES, INC. (MT PLEASANT SC)
SC
01/19/2011 - 12/31/2013
NATIONWIDE SECURITIES, LLC (N CHARLESTON SC)
SC
01/12/2004 - 01/13/2011
PRINCOR FINANCIAL SERVICES CORPORATION (MT PLEASANT SC)
NY
04/04/1991 - 01/07/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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