Unclaimed
Paul Horan is a financial advisor with Redhawk Wealth Advisors, Inc., based in Davenport, IA. Paul has been in the financial services industry since 2002 and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Paul is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Paul has a broad range of experience, including retirement plan services, business consulting, and tax return reviews.
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.
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
IA
07/23/2014 - Present
Redhawk Wealth Advisors, Inc. (DAVENPORT IA)
WI
08/12/2014 - 07/03/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
CA
10/08/2013 - 07/24/2014
FINANCIAL TELESIS INC (SAN RAFAEL CA)
IA
06/02/2003 - 09/30/2013
VSR FINANCIAL SERVICES, INC. (DAVENPORT IA)
CO
02/04/2002 - 06/11/2003
OMNIVEST, INC. (DENVER CO)
BC
Issued 04/23/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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