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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Pittman is a financial advisor with Wealthplan Investment Management LLC in OMAHA, NE. Paul has been in the financial services industry for 28 years. Paul is a Certified Financial Planner and has a Series 7, Series 24, Series 63, and Series 65. Paul has experience in various aspects of financial advice including financial planning, portfolio management for businesses, and portfolio management for individuals. Paul's previous firms include Securities America, Inc., LPL Financial LLC, and Wachovia Securities, Inc.
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.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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
NE
12/18/2024 - Present
Wealthplan Investment Management LLC (OMAHA NE)
NC
11/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHPORT NC)
NC
02/25/2003 - 11/10/2016
LPL FINANCIAL LLC (CARY NC)
MO
06/15/2002 - 03/03/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
07/28/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/22/1995 - 05/24/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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