Unclaimed
Paul Minta is an investment advisor representative associated with Dhjj Financial Advisors. Paul has been a registered investment advisor since 1997 and is licensed in Illinois. Paul has been in the financial industry since 1996. Paul is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans & pension plans
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
IL
11/16/1997 - Present
Dhjj Financial Advisors (NAPERVILLE IL)
AZ
08/19/1996 - 06/30/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Minta is the right advisor for you? Invested Better is here to help.