Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Howard Heneks is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc. Paul has previously worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc, and several other firms. Paul holds both Series 63 and Series 66 licenses and also has a Series 24 Principal license. Paul is committed to providing personalized financial advice to individuals and businesses. Paul's experience and expertise allow him to help clients achieve their financial goals.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (HARBOR SPRINGS MI)
MI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HARBOR SPRINGS MI)
MI
07/08/1992 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HARBOR SPRINGS MI)
MA
11/16/1992 - 10/11/1994
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
GA
05/28/1992 - 07/13/1992
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
05/10/1989 - 07/09/1992
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NA
03/16/1982 - 06/03/1992
DERAND/PENNINGTON/BASS, INC.
NA
03/11/1975 - 03/17/1982
WESTERN RESERVE FINANCIAL SERVICES CORP
NA
09/12/1972 - 05/09/1977
INA SECURITY CORPORATION
NA
12/13/1973 - 04/17/1975
CORNERSTONE FINANCIAL SERVICES, INC.
NA
08/06/1973 - 01/13/1974
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
10/13/1972 - 05/23/1973
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
12/14/1971 - 09/16/1972
MULTIVEST SECURITIES INC
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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