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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 Norman Taber is a financial advisor with over 20 years of experience in the financial services industry. Paul is a Certified Financial Planner™ and a Personal Financial Specialist. Paul is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since November 2017. Previously, Paul was registered with National Planning Corporation and Medallion Investment Services, Inc. Paul holds licenses to sell securities in the following states: Delaware, District of Columbia, Maryland, Pennsylvania, Virginia, and West Virginia. Paul provides financial planning services to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Jarrettsville MD)
MD
12/01/2009 - 11/03/2017
NATIONAL PLANNING CORPORATION (JARRETTSVILLE MD)
MD
08/18/2003 - 12/01/2009
MEDALLION INVESTMENT SERVICES, INC. (JARRETTSVILLE MD)
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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