Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Horan is a financial advisor with LPL Financial LLC in GAITHERSBURG, MD. Paul has been working in the financial industry for over 10 years and holds Series 6, 63, and 65 licenses. Paul provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. He is passionate about helping clients achieve their financial goals. Paul previously worked at MML Investors Services, LLC in ROCKVILLE, MD.
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.
Consulting and other non-discretionary advisory services
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
MD
03/29/2022 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
07/27/2012 - 07/22/2019
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
07/03/2008 - 09/13/2010
MML INVESTORS SERVICES, INC. (GERMANTOWN MD)
IA
Issued 07/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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