Unclaimed
Paul Douglas Axberg is a financial advisor with over 25 years of experience in the financial industry. Paul is currently registered with USA Financial Securities LLC. Paul is also a Certified Financial Planner and a Personal Financial Specialist. Paul has previously worked with INVEST FINANCIAL CORPORATION, CENTAURUS FINANCIAL, INC., WORLD SECURITIES, INC., H.D. VEST INVESTMENT SECURITIES, INC., PRIME CAPITAL SERVICES, INC., and ROYAL ALLIANCE ASSOCIATES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MI
11/27/2017 - Present
USA Financial Securities LLC (ADA MI)
AZ
04/30/2007 - 11/17/2017
INVEST FINANCIAL CORPORATION (SUN CITY WEST AZ)
AZ
05/26/2000 - 05/01/2007
CENTAURUS FINANCIAL, INC. (SUN CITY WEST AZ)
MO
11/10/1999 - 06/19/2000
WORLD SECURITIES, INC. (JOPLIN MO)
TX
05/13/1999 - 11/09/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
02/04/1999 - 05/13/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
09/24/1996 - 02/05/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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