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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 Abbou is a financial advisor with Avantax Advisory Services in Alexandria, Virginia. Paul has been in the industry since August 10, 2000. He is a Certified Financial Planner and a Personal Financial Specialist. Paul is registered with the state of Virginia and Texas as a broker-dealer and as an investment advisor representative. Paul has a strong background in financial planning, portfolio management, and retirement planning. He has been a member of HeimLantz Financial Advisors, LLC (formerly Asset Resource Management, LLC) since February 1, 2003.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
10/25/2019 - Present
Avantax Advisory Services (Alexandria VA)
VA
02/18/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ALEXANDRIA VA)
TX
08/11/2000 - 03/03/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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