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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tarins is an investment advisor representative with Portfolio Medics, LLC. Paul is also an independent insurance broker for Paul M. Tarins LLC d/b/a Sovereign Retirement Solutions. Paul Tarins has been working in the financial services industry since 1998. Paul has worked for several firms including Brookstreet Securities Corporation, High Mark Securities, Inc., Dreyfus Service Corporation, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Charles Schwab & Co., Inc., Olde Discount Corporation and H.D. Vest Investment Securities, Inc. Paul Tarins is registered in Florida. Paul Tarins has passed the Series 7, Series 63, and Series 65 examinations. Paul is an experienced financial advisor with a strong track record of success. Paul has a passion for helping his clients achieve their financial goals. Paul specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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
FL
06/12/2015 - Present
Portfolio Medics, LLC (WINTER PARK FL)
FL
09/29/2004 - 07/23/2007
BROOKSTREET SECURITIES CORPORATION (ORLANDO FL)
FL
05/09/2003 - 07/15/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
NY
05/21/2002 - 04/02/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
TX
10/17/2001 - 05/08/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/17/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
05/07/1999 - 10/22/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
12/01/1998 - 01/26/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
07/02/1998 - 10/15/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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