Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jay Carr has over 30 years of experience in the financial services industry. Paul has a wide range of experience with various financial products and services, including insurance sales, investment advisory, and brokerage services. Paul currently works as a registered representative and investment advisor representative with SPC. Paul previously worked for MTL Equity Products, Inc. and Princor Financial Services Corporation. Paul is registered with the state of Michigan for securities and investment advisory, and the state of Texas for both securities and investment advisory.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
TX
01/24/2023 - Present
SPC (Boerne TX)
MI
01/23/1994 - 07/01/2008
MTL EQUITY PRODUCTS, INC. (LANSING MI)
IA
10/21/1985 - 01/18/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
08/27/1986 - 03/02/1987
MUTUAL SERVICE CORPORATION
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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