Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gaskin is a financial advisor with Raymond James Financial Services Advisors, Inc. Paul has been in the financial services industry since 1996, working with clients in North Carolina and Texas. Paul holds the Series 7, Series 31, Series 63 and Series 65 licenses, as well as the SIE. Paul has experience with financial planning, portfolio management, and pension consulting. Paul is a member of the Raymond James team, and has a passion for helping individuals and families reach 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
06/16/2006 - 05/09/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
10/10/1996 - 07/10/2006
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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