Unclaimed
Paul Gilhool is a financial advisor who has been in the industry since 2005. Paul is currently registered with CCO Capital, LLC in Phoenix, Arizona and has previously worked with The Leaders Group, Inc. in Littleton, Colorado; Securities America, Inc. in Suwanee, Georgia; Sun Life Financial Distributors, Inc. in Wellesley Hills, Massachusetts; Lincoln Financial Distributors, Inc. in Radnor, Pennsylvania and Manulife Financial Securities LLC in Boston, Massachusetts. Paul has Series 7, Series 63 and SIE licenses.
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.
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.
1
2
AZ
10/27/2014 - Present
CCO Capital, LLC (PHOENIX AZ)
CO
01/16/2014 - 10/28/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
04/12/2013 - 01/24/2014
SECURITIES AMERICA, INC. (SUWANEE GA)
MA
10/12/2009 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
11/01/2004 - 10/02/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
09/24/2003 - 09/07/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
BC
Issued 10/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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