Unclaimed
Paul Eugene Reynolds is a financial advisor with over 23 years of experience in the financial services industry. Paul is currently registered with Raymond James Financial Services Advisors, Inc. Paul's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC, MML INVESTORS SERVICES, INC., and WELLS FARGO ADVISORS LLC. Paul has a Series 7, Series 31, and Series 66 license and the SIE exam. Paul specializes in providing financial services and advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Paul also works with clients in a variety of states including: Maryland, Virginia, Texas, Ohio, Pennsylvania, North Carolina, Massachusetts, Kentucky, Georgia, Florida, Delaware, District of Columbia, Oregon and California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
06/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Hanover MD)
MD
04/12/2001 - 06/28/2023
WELLS FARGO CLEARING SERVICES, LLC (HANOVER MD)
MA
07/19/2000 - 03/16/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 11/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Reynolds is the right advisor for you? Invested Better is here to help.