Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Louis Thiels has been in the financial industry since 1989 and is currently a Registered Representative with J. W. Cole Advisors, Inc.. Paul Louis Thiels works from the Tampa, FL branch office of J. W. Cole Advisors, Inc. Prior to joining J. W. Cole Advisors, Inc., Paul Louis Thiels worked at Cambridge Investment Research, Inc., Genworth Financial Securities Corporation, Capital Brokerage Corporation, InterSecurities, Inc., Piper Jaffray Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Swink & Company, Inc.. Paul Louis Thiels provides financial planning services to individuals, businesses, trusts, estates, and retirement plans. Paul Louis Thiels also offers other services such as portfolio management, investment advisory, and educational seminars.
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.
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.
Hourly & fixed rate consulting
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
12/15/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
LA
05/27/2009 - 12/20/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEW ORLEANS LA)
LA
01/01/2004 - 05/28/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (NEW ORLEANS LA)
VA
01/08/2003 - 03/12/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
01/31/2002 - 08/26/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
FL
02/10/1997 - 05/26/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
07/18/1994 - 12/04/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
05/08/1987 - 04/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/26/1986 - 11/26/1986
SWINK & COMPANY, INC.
IA
Issued 05/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Thiels is the right advisor for you? Invested Better is here to help.
