Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Coury is a financial advisor who has been working in the financial industry since 1988. Paul is currently registered with The Coury Firm, LLC, a firm based in Pittsburgh, PA. The Coury Firm offers financial advisory services to individuals, businesses, and other entities. Paul has extensive experience in the financial industry, having previously worked at FSC Securities Corporation, Guardian Investor Services Corporation, Multi-Financial Securities Corporation, and Lincoln Investment Planning, Inc. He is also an independent insurance agent, licensed in multiple states for life and health insurance. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He has a strong track record of success and is dedicated to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/03/2018 - Present
THE Coury Firm (PITTSBURGH PA)
PA
08/29/1997 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
NY
07/30/1993 - 09/03/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CO
10/09/1991 - 08/02/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
PA
05/02/1988 - 10/17/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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