Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Harris is a financial advisor with over 30 years of experience in the industry. Paul is a Chartered Financial Consultant with Valmark Advisers, Inc. Paul is also a Registered Representative, Investment Advisor Representative and has Series 6, 63, 22, and 65 licenses. Paul's previous experience includes roles at TRIAD ADVISORS LLC and MUTUAL SERVICE CORPORATION. Paul has provided financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Paul is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
Consulting
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
FL
10/29/2024 - Present
Valmark Advisers, Inc. (Fort Myers FL)
FL
04/01/2005 - 11/02/2023
TRIAD ADVISORS LLC (FT. MYERS FL)
MA
01/27/1989 - 04/01/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/28/1984 - 01/30/1989
MANEQUITY, INC.
IA
Issued 05/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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