Unclaimed
Paul Anthes is a financial advisor with Financial Advisory Corp. located in Grand Rapids, Michigan. Paul has been a registered investment advisor since 2010 and has a history of working in the financial services industry since 1982. Paul holds Series 7 and 63 licenses, is a Certified Financial Planner, and specializes in providing financial planning, portfolio management for individuals and 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.
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.
Combination of assets under management, net worth, and base fee.
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2
MI
08/25/2010 - Present
Financial Advisory Corp. (GRAND RAPIDS MI)
GA
07/06/1988 - 07/02/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
07/01/1988 - 07/13/1988
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
08/03/1982 - 07/01/1988
BUYS-MACGREGOR, MACNAUGHTON- GREENAWALT & CO.
NA
05/24/1982 - 03/04/1985
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 06/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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