Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jonathan O'Toole is a financial advisor with LPL Financial LLC. Paul has been in the industry since 2007 and is licensed to provide investment advice in South Carolina. Paul has experience working with Edward Jones, J.P. Morgan Institutional Investments Inc., and JPMorgan Distribution Services, Inc. in the past. Paul holds the Series 7, Series 63, Series 66, and SIE licenses.
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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2
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
FL
04/21/2014 - 06/05/2015
EDWARD JONES (SANFORD FL)
NY
01/03/2011 - 01/30/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
01/26/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
NC
07/19/2007 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
05/09/2007 - 06/20/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
AZ
08/03/2006 - 04/27/2007
ECHOTRADE LLC (PHOENIX AZ)
BOTH
Issued 05/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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