Unclaimed
Paul Gerald Escobar is a financial advisor with over 20 years of experience. Currently, Paul works at Newport Group Consulting, LLC, in Lake Mary, Florida. Prior to joining Newport Group Consulting, LLC, Paul worked at Newport Group Securities, Inc. for over 10 years. Paul's experience spans across several financial firms, including BC Securities Inc, Lincoln Financial Securities Corporation, State Street Global Markets, LLC, NFP Securities, Inc., Mellon Funds Distributor, L.P., MBSC, LLC, FIS Securities, Inc. and Aetna Investment Services, Inc. Paul holds Series 6, 7, 65 and 66 licenses and has a strong background in providing investment performance analytics for retirement plans, foundations and endowments. Paul also provides managed account services for plan participants.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
05/01/2017 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
01/24/2013 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
MA
11/03/2010 - 12/31/2012
BC SECURITIES INC. (BOSTON MA)
MA
11/05/2009 - 11/02/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (BRAINTREE MA)
MA
03/25/2008 - 02/04/2009
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
08/23/2005 - 10/31/2007
NFP SECURITIES, INC. (NEWTON MA)
MA
01/08/2004 - 08/12/2005
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
NY
04/30/2004 - 11/05/2004
MBSC, LLC (NEW YORK NY)
MA
06/23/1999 - 10/25/2002
FIS SECURITIES, INC. (BOSTON MA)
CT
10/27/1997 - 10/12/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 12/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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