Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Curran is a financial advisor at Raymond James Financial Services Advisors, Inc. in EL CAMPO, TX. Paul Curran has over 16 years of experience in the financial services industry and has been registered with Raymond James since December 2016. Before joining Raymond James, Paul Curran was a financial advisor at CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, and UVEST FINANCIAL SERVICES GROUP, INC.. Paul Curran is a Certified Financial Planner. Paul Curran is registered with the state of Texas and several other states as a securities broker and investment advisor.
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
TX
12/05/2016 - Present
Raymond James Financial Services Advisors, Inc. (EL CAMPO TX)
TX
04/22/2014 - 12/02/2016
CETERA INVESTMENT SERVICES LLC (EL CAMPO TX)
TX
07/05/2011 - 04/24/2014
LPL FINANCIAL LLC (EL CAMPO TX)
TX
12/07/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EL CAMPO TX)
TX
11/20/2006 - 11/17/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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