Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lansing Holt has been a registered representative for over 37 years and has experience working at several firms, including Raymond James & Associates, Inc. and Ameriprise Financial Services, LLC. Paul's experience working with a range of clients, such as individuals, trusts/estates, corporations, and charitable organizations, demonstrates his ability to provide financial advice tailored to meet diverse needs. Paul holds Series 7, 24 and 63 licenses, and the SIE designation. As an advisor at Ameriprise Financial Services, LLC, Paul offers various services including asset allocation, financial planning, portfolio management, and educational seminars. Paul's clients benefit from his extensive experience and dedication to providing personalized financial solutions.
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.
Asset allocation 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.
1
2
FL
04/26/2022 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
FL
02/25/2011 - 05/03/2022
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
FL
05/20/2008 - 03/01/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/31/1996 - 05/25/2007
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
MO
04/22/1991 - 05/21/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
01/02/1987 - 04/22/1991
J. W. GANT & ASSOCIATES, INC.
NA
10/27/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
NA
03/21/1986 - 11/07/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/25/1985 - 03/13/1986
DEAN WITTER REYNOLDS INC.
NA
10/31/1984 - 02/14/1985
THE STUART-JAMES COMPANY, INC.
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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