Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kevin Steenblik is a financial advisor based in Coeur d'Alene, ID. Paul has been working in the financial industry for over 14 years. Paul has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. He has a strong understanding of investment strategies and is committed to helping his clients achieve their financial goals. Paul is currently registered with Pinkerton Retirement Specialists, LLC. Previously, Paul was employed with Triad Advisors, LLC, LPL Financial LLC, and Associated Securities Corp. Paul is a Certified Financial Planner and a Chartered Financial Analyst. Paul is committed to providing his clients with the highest level of service and expertise.
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.
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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ID
06/17/2014 - Present
Pinkerton Retirement Specialists, LLC (COEUR D'ALENE ID)
ID
05/18/2016 - 12/25/2020
TRIAD ADVISORS LLC (Coeur d'Alene ID)
ID
09/08/2009 - 05/31/2016
LPL FINANCIAL LLC (COEUR D' ALENE ID)
WA
04/27/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SPOKANE WA)
WA
10/16/2006 - 04/29/2009
FSC SECURITIES CORPORATION (SPOKANE WA)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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