Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jarvis is a financial advisor with Prime Capital Financial. Paul is a Certified Financial Planner™ professional and has been in the financial services industry since 2005. Paul works with clients in Kansas, North Dakota, and Wisconsin. He is registered with the state of North Dakota as an investment advisor representative (IAR). He previously worked with Associated Investment Services, Inc., and United Capital Financial Advisors, LLC. He currently specializes in providing financial planning and retirement planning services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
10/06/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
WI
02/18/2005 - 12/20/2007
ASSOCIATED INVESTMENT SERVICES, INC. (HUDSON WI)
IA
Issued 08/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Paul Jarvis is the right advisor for you? Invested Better is here to help.
