Unclaimed
Paul Anthony Noel has been working in the financial industry since April 17, 1995. Paul is a registered representative with Robert W. Baird & Co. Inc. and provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Paul has a broad range of experience, having previously worked at RAYMOND JAMES & ASSOCIATES, INC., COMERICA SECURITIES, FAHNESTOCK & CO. INC., PRUDENTIAL SECURITIES INCORPORATED, and OLDE DISCOUNT CORPORATION.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
08/01/2024 - Present
Robert W. Baird & Co. Inc. (Ann Arbor MI)
MI
09/01/2015 - 08/06/2024
RAYMOND JAMES & ASSOCIATES, INC. (PLYMOUTH MI)
MI
05/15/2003 - 09/09/2015
COMERICA SECURITIES (FARMINGTON MI)
NY
02/09/2001 - 05/16/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/12/1996 - 02/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
03/06/1995 - 11/29/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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