Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Finch is a financial advisor with LPL Financial LLC. Paul has been in the industry since 1995. Paul is registered in 23 states as a broker and in 2 states as an investment advisor. Paul is also a Certified Financial Planner and a Chartered Financial Consultant. Paul has been with LPL Financial LLC since 2022. Prior to that, Paul was with CUNA BROKERAGE SERVICES, INC. and INVESTACORP, INC. Paul has experience working with individuals, corporations, and charitable organizations.
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.
1
2
OH
04/05/2024 - Present
LPL Financial LLC (BOARDMAN OH)
OH
05/07/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WARREN OH)
OH
05/14/1999 - 05/02/2008
INVESTACORP, INC. (BOARDMAN OH)
MA
12/22/1995 - 05/28/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/22/1995 - 05/28/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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