Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gould is a financial advisor with over 24 years of experience. Paul has been with Principal Advised Services since September 2023. Prior to that, Paul worked at Lincoln Financial Advisors Corporation and Lincoln Financial Investment Services Corporation. Paul has a broad range of experience in the financial services industry and holds several licenses and certifications. Paul is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
09/27/2023 - Present
Principal Advised Services (Yardley PA)
PA
08/28/2008 - 03/21/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
05/17/2010 - 04/29/2016
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (RADNOR PA)
IN
08/28/2008 - 09/22/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
PA
06/20/2008 - 08/29/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
01/11/2001 - 03/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
07/22/1998 - 01/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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