Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Melson is a registered investment advisor representative with Osaic Wealth, Inc. Paul has been in the financial services industry since August 2003 and has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Paul holds the Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Paul is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning. Paul also provides insurance services and is a real estate broker and instructor. Paul is dedicated to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (NEW BERN NC)
NC
05/01/2014 - 06/14/2024
SECURITIES AMERICA, INC. (NEW BERN NC)
NC
02/23/2009 - 05/21/2014
LPL FINANCIAL LLC (NEW BERN NC)
NC
08/05/2003 - 02/25/2009
EDWARD JONES (NEW BERN NC)
BOTH
Issued 02/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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