Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Haire is a financial advisor with over 25 years of experience in the industry. Paul is registered with LPL Financial LLC and has a Series 6, 7, 24, and 63 licenses. Paul has previously been registered with Avantax Investment Services, Inc., LPL Financial LLC, and Donahue Securities, Inc. Paul is also a registered investment advisor in Kentucky and Texas. Paul is an experienced financial advisor, who is passionate about providing his clients with the highest quality service and helping them achieve their financial goals.
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
KY
11/19/2019 - Present
LPL Financial LLC (OWENSBORO KY)
KY
12/20/2017 - 11/18/2019
AVANTAX INVESTMENT SERVICES, INC. (OWENSBORO KY)
KY
05/12/2000 - 12/22/2017
LPL FINANCIAL LLC (OWENSBORO KY)
OH
03/22/1994 - 05/12/2000
DONAHUE SECURITIES, INC. (CINCINNATI OH)
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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