Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mcdonald Nunes is an active Registered Representative with Osaic Wealth, Inc. Paul has been in the industry since July 27, 1994, and has been with Osaic Wealth, Inc. since June 2024. Paul has a history of experience with various firms including Securities America, Inc. and VeraVest Investments, Inc.. Paul has been licensed in several states including Florida, Missouri, and Texas. Paul offers several investment and advisory services such as financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (KANSAS CITY MO)
MO
12/12/2003 - 06/14/2024
SECURITIES AMERICA, INC. (KANSAS CITY MO)
MA
07/28/1994 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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