Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edmunds is a financial professional with over 27 years of experience in the financial services industry. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, Series 22, and Series 63 license. Paul is currently registered with Money Concepts Capital Corp. Paul's previous experience includes roles at BCG Securities, Inc., SII Investments, Inc., The Investment Center, Inc., Gateway Financial Agency Corporation, C. J. M. PLANNING CORP., and TFS Securities, Inc. Paul provides financial planning, portfolio management for individuals and businesses, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
NC
10/18/2022 - Present
Money Concepts Capital Corp. (Wilmington NC)
NJ
02/14/2006 - 03/07/2014
BCG SECURITIES, INC. (FLANDERS NJ)
WI
01/11/1999 - 02/13/2006
SII INVESTMENTS, INC. (APPLETON WI)
NJ
02/10/1997 - 01/25/1999
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
FL
06/13/1996 - 02/18/1997
GATEWAY FINANCIAL AGENCY CORPORATION (ARCADIA FL)
NJ
10/03/1995 - 06/03/1996
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
06/16/1993 - 12/05/1995
TFS SECURITIES, INC. (LINCROFT NJ)
BC
Issued 10/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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