Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joseph Bopp is a financial advisor with Truist Advisory Services, Inc.. Paul is based in Greenville, SC and has been in the industry since January 29, 2000. Paul is registered to provide investment advice in South Carolina, Texas, and other states. Paul is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
SC
11/02/2021 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
VA
01/29/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
07/10/2012 - 01/02/2015
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
04/10/2006 - 04/11/2012
BB&T INVESTMENT SERVICES, INC. (SPARTANBURG SC)
MN
09/13/1999 - 03/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/13/1999 - 03/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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