Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Eric Leeman is an investment advisor representative at Retirement Planners of America. Paul has been working in the financial industry since June 2016, and has extensive experience in financial planning and portfolio management. Paul has a background in finance and holds the Series 65 license. Paul specializes in providing financial planning and portfolio management services to individuals and families, particularly those with high net worth and those needing retirement planning. Paul is committed to providing clients with personalized advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
10/13/2017 - Present
Retirement Planners OF America (PLANO TX)
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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