Unclaimed
Paul Bullara is an investment advisor representative at Hornor, Townsend & Kent, LLC. Paul has been in the financial services industry since 1984. Paul is registered with the state of Florida and Georgia as an investment advisor representative. Paul is also registered with FINRA as a general securities representative and holds the Series 6, 7, 24, 26, 63 and SIE licenses. Paul has a strong background in insurance and provides life insurance sales for multiple carriers including Penn Mutual Life.
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.
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.
Trail commissions, distribution assistance fees
1
2
FL
07/17/2015 - Present
Hornor, Townsend & Kent, LLC (LAND O LAKES FL)
FL
01/20/2012 - 05/08/2015
PARK AVENUE SECURITIES LLC (TAMPA FL)
FL
03/02/1999 - 01/11/2012
MML INVESTORS SERVICES, LLC (TAMPA FL)
IA
10/02/1984 - 02/26/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 04/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Bullara is the right advisor for you? Invested Better is here to help.