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 MacGregor is a financial advisor who has been in the industry since 1983. Paul is currently registered with Voya Financial Advisors, Inc. and has been with the firm since 2010. Before joining Voya Financial Advisors, Inc., Paul was with ING FINANCIAL ADVISERS, LLC. Paul is licensed in Florida and North Carolina and specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
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
FL
12/23/2010 - Present
Voya Financial Advisors, Inc. (TAMPA FL)
FL
10/15/1993 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (TAMPA FL)
CT
01/23/1996 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
01/11/1984 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/03/1983 - 07/06/1984
SECURITY FIRST FINANCIAL, INC.
BOTH
Issued 10/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul MacGregor is the right advisor for you? Invested Better is here to help.
