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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 Deagle is a financial advisor at Avantax Advisory Services. Paul has been in the financial services industry since August 2017. Paul has a Series 7, Series 63, Series 65, and Series 6TO licenses. Paul also holds the Certified Financial Planner and Personal Financial Specialist designations. Paul provides financial planning, pension consulting, educational seminars, and investment management services. Paul has experience working with individuals, businesses, and retirement plans. Paul is based in Mount Morris, NY, and is registered to provide financial advice in a number of states.
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
NY
09/22/2017 - Present
Avantax Advisory Services (Mount Morris NY)
BC
Issued 06/16/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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