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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 Gerard Jarvis is a financial advisor with over 20 years of experience in the industry. Paul Jarvis is currently registered with Avantax Advisory Services in Centennial, Colorado. Paul Jarvis holds the Series 7, Series 63, and Series 65 licenses. Paul Jarvis has also passed the SIE exam. Paul Jarvis has been registered with Avantax Advisory Services since 2012, and previously worked with PRIME CAPITAL SERVICES, INC. in Wheatridge, Colorado. Paul Jarvis specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Paul Jarvis is also a Registered Representative and Investment Advisor Representative with Avantax Investment Services, Inc. Paul Jarvis has experience in insurance and tax preparation and is the owner of several rental properties.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
10/04/2012 - Present
Avantax Advisory Services (Centennial CO)
CO
01/18/2001 - 11/01/2012
PRIME CAPITAL SERVICES, INC. (WHEATRIDGE CO)
IA
Issued 05/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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