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 Karnes is a financial advisor with Osaic Wealth, Inc. Paul has been in the financial industry since 2009 and has experience with a variety of firms including Signator Investors, Inc., Transamerica Financial Advisors, Inc., and ING Financial Partners, Inc. Paul holds licenses in South Carolina and North Carolina and is registered to provide investment advice in these states. Paul is also licensed to sell insurance.
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.
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2
SC
01/19/2021 - Present
Osaic Wealth, Inc. (MOUNT PLEASANT SC)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MOUNT PLEASANT SC)
SC
01/08/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNT PLEASANT SC)
SC
07/15/2013 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MT PLEASANT SC)
SC
09/05/2008 - 03/05/2013
NEW ENGLAND SECURITIES (CHARLESTON SC)
IA
Issued 01/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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