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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gardner is a registered investment advisor representative with J. W. Cole Advisors, Inc. Paul has been in the securities industry since 2010. Paul holds Series 7, Series 24, Series 31 and SIE licenses. Paul has experience working with high net worth individuals, corporations, charitable organizations and pension plans. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC and has offices in Tampa, FL and Sarasota, FL.
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.
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 consulting
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
FL
04/29/2019 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
GA
07/15/2016 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
FL
10/31/2011 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
03/03/2010 - 04/12/2011
MORGAN STANLEY SMITH BARNEY (SARASOTA FL)
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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