Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tucker is a financial advisor who has been in the industry since 1995. He is currently registered with Edward Jones. Paul Tucker is also registered with the states of Alabama, Arizona, Colorado, Florida, Georgia, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Paul Tucker has previously worked at Pacific Select Distributors, LLC, AIG SunAmerica Capital Services, Inc., Jackson National Life Distributors, Inc., Safeco Investment Services, Inc., MONY Securities Corporation, Nationwide Advisory Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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.
See schedule d - miscellaneous
1
2
NC
03/14/2020 - Present
Edward Jones (KNIGHTDALE NC)
CA
05/15/2007 - 06/02/2016
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NJ
02/23/2006 - 05/17/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TN
07/12/2004 - 02/10/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MA
02/21/2002 - 07/12/2004
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/20/2000 - 02/22/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
OH
02/04/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NY
08/28/1995 - 02/03/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/28/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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