Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Haines is a financial advisor with CUSO Financial Services, LP, with more than 20 years of experience in the industry. Paul has a broad range of experience, having worked with several firms including LPL Financial, Raymond James Financial Services, and Lincoln Investment. Paul is currently registered with the state of Arizona as a broker-dealer and investment advisor representative. Paul's experience includes providing financial planning, portfolio management, and educational seminars to a diverse clientele.
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
AZ
06/04/2024 - Present
Cuso Financial Services, LP (Mesa AZ)
AZ
03/26/2024 - 06/17/2024
LPL FINANCIAL LLC (PHOENIX AZ)
CA
09/28/2022 - 03/22/2024
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
PA
06/23/2021 - 09/23/2022
LINCOLN INVESTMENT (Fort Washington PA)
VA
07/01/2019 - 06/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
TX
11/27/2013 - 07/08/2019
BOK FINANCIAL SECURITIES, INC. (DALLAS TX)
SC
05/11/2013 - 09/30/2013
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/05/2011 - 01/02/2013
LPL FINANCIAL LLC (CARY NC)
NC
11/09/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CARY NC)
NC
11/08/2007 - 11/12/2009
SUNTRUST INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NC
07/25/2006 - 10/30/2007
UVEST FINANCIAL SERVICES GROUP, INC. (RALEIGH NC)
VA
04/01/2005 - 07/06/2006
COMMONWEALTH FINANCIAL NETWORK (ALEXANDRIA VA)
MO
08/04/2004 - 04/06/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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