Unclaimed
Paul Gayler is a registered representative with Edward Jones, a firm with over 800 billion dollars in regulatory assets under management. Paul has been in the securities industry since July 2006. Paul is registered in 15 states and is currently licensed to sell securities in Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Michigan, New York, North Carolina, Pennsylvania, and Tennessee. Paul specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Paul is also affiliated with Rambler Investments, LLC and PBJI, LLC where Paul maintains property.
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.
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.
See schedule d - miscellaneous
1
2
IN
08/18/2017 - Present
Edward Jones (GOSHEN IN)
IN
07/06/2006 - 08/15/2017
CUNA BROKERAGE SERVICES, INC. (GOSHEN IN)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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