Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jepson is a financial advisor registered with First Horizon Advisors, Inc. Paul has been in the industry since 1998 and holds a Series 7, Series 24, Series 66, and SIE license. Paul is also a Certified Financial Planner. Paul is registered to provide investment advice in Florida, North Carolina, Tennessee, and Virginia. In addition to providing financial advice, Paul also refers bank customers to First Horizon Advisors, Inc. for insurance products and advisory services.
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.
1
2
NC
12/22/2021 - Present
First Horizon Advisors, Inc. (Charlotte NC)
TN
03/15/2005 - 08/21/2006
BB&T INVESTMENT SERVICES, INC. (JOHNSON CITY TN)
TN
10/26/1998 - 03/15/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
NY
12/04/1997 - 06/19/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Jepson is the right advisor for you? Invested Better is here to help.
