Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Baird is an investment advisor representative registered in Oklahoma. Paul has been in the industry since January 2014 and has experience at both Allstate Financial Services, LLC and OneAmerica Securities, Inc. Paul is currently registered with Plan Group Financial, Inc. and specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
1
2
OK
05/01/2023 - Present
Plan Group Financial, Inc. (OKLAHOMA CITY OK)
OK
01/29/2016 - 12/31/2016
ALLSTATE FINANCIAL SERVICES, LLC (YUKON OK)
OK
06/03/2014 - 12/08/2015
ONEAMERICA SECURITIES, INC. (EDMOND OK)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Paul Baird is the right advisor for you? Invested Better is here to help.
