Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul James Downey is a financial advisor with LPL Financial LLC, specializing in providing financial planning and investment management services. Paul has been in the financial services industry since September 26, 2016, and has a strong understanding of the industry. Paul is dedicated to helping clients achieve their financial goals and has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Paul is registered with FINRA and the state of Nebraska. He also holds Series 66, Series 7, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
07/21/2021 - Present
LPL Financial LLC (KEARNEY NE)
NE
09/27/2016 - 07/21/2021
WADDELL & REED (KEARNEY NE)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Downey is the right advisor for you? Invested Better is here to help.
