Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edwards is a financial advisor with over 15 years of experience in the financial services industry. Paul is currently registered with LPL Financial LLC and has been with the firm since October 2011. Prior to joining LPL Financial LLC, Paul worked with UVEST Financial Services Group, Inc. and Edward Jones. Paul holds a Series 7, Series 63, and Series 66 licenses. Paul specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Paul is also a registered investment advisor and is licensed to provide investment advice in multiple states. Paul is committed to providing personalized financial advice to help clients achieve their financial goals.
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
MO
04/13/2022 - Present
LPL Financial LLC (OLD MONROE MO)
MO
04/16/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (OLD MONROE MO)
MO
08/25/2006 - 04/07/2010
EDWARD JONES (JEFFERSON CITY MO)
BOTH
Issued 07/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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