Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Del Hatfield is a financial advisor registered with Creative Financial Designs, Inc. in Kokomo, Indiana. Paul has been in the financial industry since 1986. Paul also has experience in insurance sales. Paul is licensed to sell securities and investment advisory services in multiple states including Alabama, Connecticut, Florida, Georgia, Kentucky, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Paul specializes in providing financial planning, portfolio management, and educational seminars. Paul has a history of working with various types of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
03/11/2013 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
FL
11/20/2008 - 01/20/2012
ONEAMERICA SECURITIES, INC. (TALLAHASSEE FL)
FL
04/18/2002 - 11/20/2008
RESOURCE HORIZONS GROUP LLC (TALLAHASSEE FL)
FL
02/28/2000 - 05/13/2002
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CO
03/18/1999 - 02/29/2000
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
04/01/1998 - 12/14/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
12/12/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
AZ
01/21/1996 - 12/10/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
05/04/1995 - 01/01/1996
INVESTMENT SERVICES CAPITAL CORP. (HAVERSTRAW NY)
MN
05/06/1994 - 04/28/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NY
08/01/1991 - 05/26/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/31/1988 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
07/20/1988 - 09/10/1988
LOWRY FINANCIAL SERVICES CORPORATION
NA
03/22/1988 - 06/14/1988
G. A. REPPLE & COMPANY
NA
05/05/1987 - 07/16/1987
FLORIDA NATIONAL INVESTMENT SERVICES, INC.
NA
11/22/1985 - 07/02/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/27/1985 - 11/01/1985
THOMSON MCKINNON SECURITIES INC.
NA
05/25/1983 - 06/17/1985
WHEAT, FIRST SECURITIES, INC.
BC
Issued 06/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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