Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Whiting is a registered Investment Advisor Representative with Agw Capital Advisors. Paul is a financial professional with a focus on providing financial advice to individuals and families. Paul is a Chartered Financial Analyst and has been active in the financial industry since 2009. Paul has a Series 65 license and has been registered in the state of Florida. Paul has extensive experience in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Project consulting or analysis
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.
Project based fees
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FL
10/05/2009 - Present
AGW Capital Advisors (TAMPA FL)
IA
Issued 09/14/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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