Unclaimed
Paul Andrew Furton is a financial advisor with over 30 years of experience in the industry. Paul Andrew Furton currently works with Founders Financial Securities LLC, where he provides financial planning services to a wide range of clients. Previously, Paul Andrew Furton worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., CRESTAR SECURITIES CORPORATION, and CITIZENS BROKERAGE SERVICES, INC.. Paul Andrew Furton has a broad range of experience and knowledge to assist clients with their financial needs. Paul Andrew Furton holds multiple licenses and designations including Series 6, 7, 26, 63, and 66 and is a Certified Financial Planner. Paul Andrew Furton is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
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
MD
07/19/2013 - Present
Founders Financial Securities LLC (SEVERNA PARK MD)
MD
10/23/2009 - 07/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
MD
01/09/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
05/26/2000 - 01/29/2009
SUNTRUST INVESTMENT SERVICES, INC. (GLEN BURNIE MD)
VA
01/01/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
03/26/1993 - 01/01/1997
CITIZENS BROKERAGE SERVICES, INC.
MD
06/28/1985 - 03/16/1993
CALVERT SECURITIES CORPORATION (BETHESDA MD)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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