Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mueller is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with LPL Financial LLC and has previously held positions with OSAIC INSTITUTIONS, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and HANTZ FINANCIAL SERVICES, INC.. Paul is a Series 6, 7, 63, and SIE licensed professional. Paul is located in Novi, MI and specializes in providing financial advice to individuals, businesses, and institutions.
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.
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MI
02/01/2024 - Present
LPL Financial LLC (NOVI MI)
MI
05/10/2018 - 02/01/2024
OSAIC INSTITUTIONS, INC. (NOVI MI)
MI
10/01/2012 - 10/16/2017
J.P. MORGAN SECURITIES LLC (FARMINGTON HILLS MI)
MI
01/10/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON HILLS MI)
MI
09/17/2002 - 12/20/2005
HANTZ FINANCIAL SERVICES, INC. (ALMONT MI)
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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