Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Burdine has been an investment advisor since 1999. Currently, Paul is an investment advisor representative for Fidelity Personal and Workplace Advisors where Paul is registered in Texas for both Broker-Dealer and Investment Advisor services. Paul's previous experience includes working with National Financial Services LLC, TD Ameritrade, Inc., Ameritrade, Inc., Charles Schwab & Co., Inc., H&R Block Financial Advisors, Inc., Dean Witter Reynolds Inc., Lincoln Investment Planning, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Paul has a strong track record of success in the financial services industry and is committed to providing clients with personalized advice and guidance to help them 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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COPPELL TX)
TX
06/27/2012 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
04/22/2006 - 04/09/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
12/13/2005 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
TX
01/07/2004 - 10/26/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
12/05/2000 - 12/18/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
02/10/2000 - 11/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
PA
09/27/1999 - 01/19/2000
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
01/27/1999 - 07/12/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/27/1999 - 07/12/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 03/17/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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