Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lindsay is a financial advisor with Creativeone Wealth, LLC. Paul has been in the financial services industry for over 20 years and has experience in providing investment advice to individuals, corporations, and institutions. Paul's background includes experience at Brokers International Financial Services, LLC., Cambridge Investment Research, Inc., Financial West Group, and First Command Financial Planning, Inc. Paul is also an Independent Insurance Agent. Paul is licensed in North Carolina and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
NC
01/13/2021 - Present
Creativeone Wealth, LLC (CARY NC)
NC
10/01/2009 - 06/18/2018
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (CARY NC)
NC
07/29/2008 - 10/27/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (CARY NC)
NV
07/31/2007 - 07/30/2008
FINANCIAL WEST GROUP (RENO NV)
NC
08/05/1996 - 06/30/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (RALEIGH NC)
IA
Issued 05/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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