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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Williamson is a financial advisor with Commonwealth Financial Network. Paul has been in the financial industry for over 28 years and has held various positions at firms like FNB Brokerage Services, Inc. and Securities Service Network, Inc. Paul's experience and expertise make him a valuable resource for clients seeking financial advice. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 66 license. He is also a Certified Financial Planner. Paul's specializations include portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/21/2009 - Present
Commonwealth Financial Network (VERO BEACH FL)
FL
09/02/1997 - 10/15/2009
FNB BROKERAGE SERVICES, INC. (VERO BEACH FL)
NA
07/21/1997 - 08/12/1997
FNB BROKERAGE SERVICES, INC.
TN
01/09/1996 - 07/18/1997
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
FL
06/30/1994 - 01/16/1996
SCHLITT INVESTOR SERVICES, INC. (VERO BEACH FL)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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