Unclaimed
Paul Darwin McNeill is a registered representative with PFS Investments Inc. Paul is a veteran of the financial services industry with over 20 years of experience. He is currently registered to provide investment advice in North Carolina. Paul holds the Series 6, Series 63, Series 26, and Series 65 licenses as well as the SIE. Paul has previously worked with PRIMERICA FINANCIAL SERVICES. Paul provides portfolio management for individuals, insurance companies, charitable organizations, corporations, and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/14/2013 - Present
PFS Investments Inc. (ST CLAIRSVILLE OH)
IA
Issued 05/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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