Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mineck is a financial advisor with over 17 years of experience in the industry. Paul is currently registered with LPL Financial LLC and is located in FORT MILL, SC. Paul previously worked with ALLSTATE FINANCIAL SERVICES, LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, and WORLD GROUP SECURITIES, INC.. Paul provides financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
02/03/2022 - Present
LPL Financial LLC (FORT MILL SC)
NE
01/25/2019 - 12/13/2021
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
FL
05/29/2018 - 07/12/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
GA
01/06/2012 - 03/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DULUTH GA)
GA
03/20/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/17/2002 - 07/19/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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