Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Gillham is a financial advisor with over 27 years of experience in the financial services industry. Paul is registered with Osaic Wealth, Inc. in Florida and Illinois. Paul is a licensed investment advisor representative (IAR), and has held securities licenses through the years, including Series 7, 24, 27, 63 and 65. Paul has previously worked with Securities America, Inc., Eagle One Investments, LLC, Midwestern Securities Trading Company, LLC, BirchTree Financial Services, Inc., and Investment Centers of America, Inc. Paul is committed to providing financial advice to individuals, families, and businesses, and has experience with a range of financial planning needs, including retirement planning, college savings, and estate planning.
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.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MAITLAND FL)
FL
12/03/2012 - 06/14/2024
SECURITIES AMERICA, INC. (MAITLAND FL)
IL
08/23/2005 - 12/05/2012
EAGLE ONE INVESTMENTS, LLC (PEORIA IL)
IL
03/11/2000 - 08/11/2005
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
MN
11/04/1998 - 04/27/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
WI
04/08/1996 - 09/14/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/17/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Gillham is the right advisor for you? Invested Better is here to help.
