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 Vahle is a financial advisor with Truist Advisory Services, Inc. Paul has been a financial advisor since 1994 and has a wide range of experience in the industry. Previously, Paul was a financial advisor with BB&T Securities, LLC and BB&T Investment Services, Inc.. Paul has a Series 7, 63, 65 and 24 licenses. Paul has experience working with a variety of clients, including individuals, families, corporations and institutions. Paul's current employer Truist Advisory Services, Inc. is headquartered in Atlanta, GA, and has offices nationwide.
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
AL
02/17/2021 - Present
Truist Advisory Services, Inc. (MOODY AL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
09/07/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MOODY AL)
NY
08/04/2011 - 08/31/2011
KEY INVESTMENT SERVICES LLC (ALBANY NY)
AL
09/13/2010 - 08/01/2011
BB&T INVESTMENT SERVICES, INC. (ANNISTON AL)
AL
08/19/2005 - 08/17/2010
NBC SECURITIES, INC. (PELL CITY AL)
AL
10/09/1995 - 04/14/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
08/03/1998 - 04/20/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/20/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
AL
12/07/1993 - 08/02/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 10/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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