Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dobler is an Investment Advisor Representative registered with Fisher Investments. Paul has been in the industry since 2022 and holds the Series 7TO, Series 66, and SIE exams. Paul has previously been employed by Kovack Securities Inc. and Raymond James Financial Services, Inc. Paul is also affiliated with 717 Parking Enterprises.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
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TX
08/12/2024 - Present
Fisher Investments (PLANO TX)
FL
05/16/2023 - 06/28/2024
KOVACK SECURITIES INC. (Clearwater FL)
FL
02/09/2023 - 03/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clearwater FL)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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