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 Heffelfinger is a financial advisor with over 18 years of experience. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial services in 12 states. Paul specializes in providing a broad range of financial services to individuals, families, businesses, and institutions, including retirement planning, college savings, investment management, and insurance. Paul is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
03/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
01/30/2015 - 03/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (YORK PA)
PA
03/22/2005 - 02/02/2015
EDWARD JONES (YORK PA)
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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