Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Lawless is an active investment advisor representative and broker. Paul has been in the securities industry since 1985, working with Ameritas Advisory Services, LLC, The Advisors Group, Inc., Summit Equities, Inc. and Cigna Financial Advisors, Inc. Paul is registered in 27 states and has the Series 6, 7, 22, 63, and 65 securities licenses, as well as the SIE exam. Paul specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Paul is also an independent agent for Harris-Hersh Financial Services, LTD, a partner in Lawless, Edwards and Warren-Wealth Management, and manager for AJD MPP,LP and DJD MPP,LP.
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.
Solicitor fees
1
2
FL
07/15/2023 - Present
Ameritas Advisory Services, LLC (Boca Raton FL)
MD
11/15/1995 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
06/22/1994 - 11/21/1995
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
PA
11/07/1985 - 06/24/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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