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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 Callander is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Paul Callander has been active in the financial industry since 2003, and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Paul Callander specializes in financial planning, portfolio management, and pension consulting. Paul Callander holds Series 7, Series 63, and Series 66 licenses, and has completed the SIE exam. Paul Callander is registered to provide investment advice in several states, including Florida, Georgia, Illinois, Mississippi, North Carolina, Pennsylvania, and South Carolina.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/03/2024 - Present
LPL Financial LLC (NORTH CHARLESTON SC)
SC
02/17/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORTH CHARLESTON SC)
SC
01/17/2006 - 02/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLESTON SC)
NC
01/19/2005 - 01/04/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
01/24/2003 - 01/10/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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