Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerard Miller is a financial advisor with over 15 years of experience in the financial services industry. Paul is currently registered with First Horizon Advisors, Inc. in Louisiana and Texas. Paul has held previous roles at Infinex Investments, Inc., Essex National Securities, LLC, and Capital One Investment Services LLC. Paul is a Series 7 and Series 66 licensed representative. Paul holds the SIE, Series 7 and Series 66 licenses and has earned the Uniform Combined State Law Examination certification. Paul has a diverse client base and is committed to providing personalized financial planning and investment advice. Paul specializes in various areas including retirement planning, college savings, estate planning, and insurance.
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.
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
LA
06/14/2021 - Present
First Horizon Advisors, Inc. (Mandeville LA)
LA
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (MANDEVILLE LA)
LA
10/30/2008 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (MANDEVILLE LA)
LA
06/16/2008 - 10/20/2008
CAPITAL ONE INVESTMENT SERVICES LLC (MANDEVILLE LA)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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