Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul D. Horn is a financial advisor with Benefit Financial Services Group. Paul has been in the financial industry since 2005 and has a wide range of experience serving individuals, families, and institutions. Paul holds the Series 7, Series 65, and Series 66 licenses, as well as the SIE. He is also a Certified Financial Planner.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
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2
AZ
07/24/2019 - Present
Benefit Financial Services Group (Phoenix AZ)
CA
12/22/2016 - 03/28/2019
FINANCIAL SENSE SECURITIES, INC. (SAN DIEGO CA)
CA
08/01/2016 - 01/11/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
04/28/2015 - 08/19/2016
PUPLAVA SECURITIES, INC. (SAN DIEGO CA)
CA
12/23/2013 - 05/12/2015
J.P. MORGAN SECURITIES LLC (ANAHEIM HILLS CA)
AZ
04/30/2010 - 12/17/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
CA
01/28/2008 - 08/15/2008
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
08/13/2007 - 01/15/2008
WACHOVIA SECURITIES, LLC (UPLAND CA)
CA
03/29/2005 - 05/15/2007
WELLS FARGO INVESTMENTS, LLC (ONTARIO CA)
IA
Issued 07/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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