Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brent Anderson is a Registered Representative with over 28 years of experience in the financial industry. Paul has held various roles in the industry, including working with Securities America, Inc, Private Consulting Group, Inc., NFP Securities, Inc., and John Hancock Distributors, Inc. Paul is currently working as a Registered Investment Advisor Representative with Andina Family Offices, a firm that is focused on providing financial planning and investment management services for individual clients and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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
UT
01/10/2019 - Present
Andina Family Offices (LEHI UT)
UT
05/27/2009 - 07/13/2018
SECURITIES AMERICA, INC. (SALT LAKE CITY UT)
UT
04/19/2001 - 03/30/2009
PRIVATE CONSULTING GROUP, INC. (BOUNTIFUL UT)
TX
07/10/2000 - 04/24/2001
NFP SECURITIES, INC. (AUSTIN TX)
OR
09/15/1999 - 07/10/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
CO
08/07/1998 - 09/08/1999
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
MA
09/21/1994 - 08/19/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/21/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
09/15/1994 - 09/20/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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