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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Arthur Storm is a financial advisor with over 39 years of experience in the industry. Paul is registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in 16 states. Paul previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul offers a variety of services including financial planning, portfolio management, pension consulting, and educational seminars. Paul's specializations include portfolio management for individuals, portfolio management for businesses, selection of other advisors, market timing services, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
06/02/2022 - Present
Cambridge Investment Research Advisors, Inc. (Uniontown OH)
OH
11/12/2009 - 08/31/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (AKRON OH)
OH
10/11/2002 - 12/02/2009
UBS FINANCIAL SERVICES INC. (AKRON OH)
NY
01/17/1983 - 10/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1983
Series 5 - Interest Rate Options Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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