Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Leon Andre is a financial advisor with over 30 years of experience in the industry. Paul has a Series 6, Series 7, and SIE license and is currently registered with LPL Financial LLC in Greeley, Colorado. Paul has previously worked for Investment Centers of America, Inc., Investment Professionals, Inc., and Elite Investments, LLC. Paul’s specializations include providing financial planning, portfolio management, and pension consulting services. Paul’s clients include corporations, individuals, high-net-worth individuals, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
11/29/2017 - Present
LPL Financial LLC (GREELEY CO)
CO
03/06/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (GREELY CO)
CO
01/10/2014 - 03/20/2014
INVESTMENT PROFESSIONALS, INC. (GREELEY CO)
CO
09/02/1999 - 01/13/2014
INVESTMENT CENTERS OF AMERICA, INC. (GREELEY CO)
VA
02/17/1998 - 09/01/1999
ELITE INVESTMENTS, LLC (RICHMOND VA)
IL
09/13/1993 - 03/12/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
03/25/1991 - 10/14/1993
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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