Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Van metre is a financial advisor who has been in the industry since 1997. Paul is currently registered with Calton & Associates, Inc. in Tampa, FL. Paul has a Series 6, Series 63, and SIE license. Paul has previously worked at Capital Financial Services, Inc., Veritrust Financial, LLC, Aragon Financial Services, Inc., WMA Securities, Inc., and Pruco Securities Corporation. Paul is a specialized advisor, specializing in advising individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
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.
1
2
FL
07/10/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
CA
05/13/2004 - 07/10/2019
CAPITAL FINANCIAL SERVICES, INC. (BAKERSFIELD CA)
TX
04/22/2002 - 05/12/2004
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
04/27/1999 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
GA
03/12/1998 - 04/02/1999
WMA SECURITIES, INC. (DULUTH GA)
NJ
10/10/1994 - 08/30/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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