Unclaimed
Paul Doyle is a financial advisor with CPS Financial & Insurance Services, Inc., in Irvine, CA. Paul has been in the securities industry since 1996. Paul is registered with FINRA and holds Series 6 and Series 63 licenses as well as the SIE exam. Prior to joining CPS Financial & Insurance Services, Inc., Paul was affiliated with Interlink Securities Corp. in Woodland Hills, CA, Capital Brokerage Corporation in Glen Allen, VA, and Forth Financial Securities, Corporation in Richmond, VA.
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.
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.
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2
CA
07/15/2004 - Present
CPS Financial & Insurance Services, Inc. (IRVINE CA)
CA
10/24/2001 - 07/11/2002
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
VA
12/01/1997 - 03/15/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/12/1994 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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