Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ganim is a financial advisor in Cincinnati, OH. Paul has been working in the financial services industry since February 2000. Paul is currently registered with Cambridge Investment Research Advisors, Inc. Paul has also been previously registered with INVEST Financial Corporation and Fidelity Brokerage Services LLC. Paul has passed the following exams: Series 63, Series 66, Series 7, Series 10, Series 9, Series 24, and SIE. Paul has a range of experience and specializations in providing financial advice, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management.
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.
Solicitation fees from 3rd party money managers
1
2
OH
11/30/2017 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
02/08/2017 - 12/05/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
KY
02/07/2000 - 01/27/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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