Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Winkler is a financial professional with over 30 years of experience in the industry. Paul is registered as an Investment Advisor Representative with Paul Winkler, Inc. and is licensed in 26 states. Paul's background spans several firms, including InterVest International Equities Corporation, Richard B. Vance & Company, FFP Securities, Inc., Fortis Investors, Inc., MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Paul holds the Series 7 and Series 6 securities licenses, as well as the Series 63 state exam. Paul is also a Chartered Financial Consultant. Paul offers financial planning services, educational seminars, and portfolio management for individuals and businesses. Paul is passionate about helping individuals and businesses reach 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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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TN
01/15/2024 - Present
Paul Winkler, Inc. (GOODLETTSVILLE TN)
CO
12/20/2001 - 03/20/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IL
06/23/1999 - 12/20/2001
RICHARD B. VANCE & COMPANY (JOLIET IL)
MO
05/19/1998 - 07/12/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
01/26/1993 - 05/26/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
05/20/1992 - 01/26/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/05/1989 - 02/10/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/05/1989 - 02/10/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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