Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gordon is a financial advisor with over 18 years of experience in the industry. Paul is currently registered with Wealth Enhancement Advisory Services, LLC. Paul has been with Wealth Enhancement Advisory Services since 2014 and previously worked with Raymond James Financial Services and H.D. Vest Investment Services. Paul is a Certified Financial Planner® professional. Paul's specializations include Retirement Planning, Investment Management, Insurance, Estate Planning, and Tax Planning. Paul works with individuals, families, and businesses to develop financial plans and investment strategies that meet their needs. Paul also provides financial planning and investment advice to businesses and individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
SC
10/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (GREENVILLE SC)
SC
09/01/2011 - 09/16/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREER SC)
SC
08/05/2005 - 08/31/2011
H.D. VEST INVESTMENT SERVICES (GREER SC)
BOTH
Issued 08/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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