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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Messiter is a financial advisor with United Capital Financial Advisors, located in Ann Arbor, MI. Paul has been in the financial industry for over 25 years and has a strong track record of providing personalized financial advice to his clients. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6 and Series 63 licenses. Paul has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Paul is committed to providing his clients with the highest level of 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.
Sub-adviser for other investment advisers
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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MI
02/03/2016 - Present
United Capital Financial Advisors (ANN ARBOR MI)
MI
09/05/1996 - 05/24/2006
AUTO CLUB FUNDS, INC. (ANN ARBOR MI)
OH
07/19/1995 - 05/28/1996
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
01/27/1992 - 07/24/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/27/1992 - 07/24/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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