Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Curtis Probolus is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Ameriprise Financial Services, LLC and is licensed in Texas. Paul has held previous registrations with JHS Capital Advisors, LLC, Infinex Investments, Inc., BancNorth Investment Group, Inc., CCBT Brokerage Direct, Inc., Corelink Financial, Inc., and PaineWebber Incorporated. Paul's areas of specialization include Retirement Planning, Education Planning, Insurance and Annuities, Mutual Funds, and Stocks.
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.
Asset allocation services
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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MA
08/27/2015 - Present
Ameriprise Financial Services, LLC (Osterville MA)
MA
09/19/2014 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (OSTERVILLE MA)
MA
06/06/2005 - 09/22/2014
INFINEX INVESTMENTS, INC. (HARWICH PORT MA)
MN
06/15/2004 - 06/08/2005
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MA
09/15/1995 - 07/12/2004
CCBT BROKERAGE DIRECT, INC. (HYANNIS MA)
MN
06/23/1994 - 08/24/1995
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NJ
08/27/1992 - 06/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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