Unclaimed
Paul Pursley is a financial advisor at Stratos Wealth Partners, Ltd. Paul has been in the financial industry since 2008 and has a Series 7, Series 63 and Series 66 licenses. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Paul has a proven track record of success in helping clients achieve their financial goals. Paul works with individual investors, families, and small 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
LA
03/08/2016 - Present
Stratos Wealth Partners, Ltd. (METAIRIE LA)
LA
01/02/2015 - 01/22/2016
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
11/12/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
BOTH
Issued 02/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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