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 McGhie is a financial advisor with over 30 years of experience in the financial services industry. Paul is currently registered with Centaurus Financial, Inc., and is located in Upland, California. Prior to joining Centaurus, Paul has held positions at MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and 1717 Capital Management Company. Paul holds Series 6, 63, and 65 licenses. Paul has a strong background in providing financial advice to individuals and corporations and specializes in financial planning, pension consulting, educational seminars, market timing services, and portfolio management.
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.
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
CA
04/23/2020 - Present
Centaurus Financial, Inc. (UPLAND CA)
CA
03/25/2017 - 02/05/2020
MML INVESTORS SERVICES, LLC (RANCHO CUCAMONGA CA)
CA
07/22/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RANCHO CUCAMONGA CA)
CA
07/22/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
DE
07/11/2003 - 07/23/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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