Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul McArthur is a financial advisor with over 19 years of experience in the industry. Paul McArthur is currently registered with Kestra Advisory Services, LLC and holds a Series 7 and Series 66 license. Paul McArthur also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.. Paul McArthur provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Paul McArthur's areas of specialization include: Retirement planning, College savings, Estate planning, Insurance, and Tax planning.
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.
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
MD
10/04/2023 - Present
Kestra Advisory Services, LLC (Frederick MD)
MD
04/24/2009 - 09/10/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
MD
02/21/2006 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (GAITHERSBURG MD)
MD
10/04/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul McArthur is the right advisor for you? Invested Better is here to help.
