Unclaimed
Paul Raven is a financial advisor at Edward Jones. Paul has been in the industry since September 2010. Paul is registered with the state of Florida as a Registered Investment Advisor and a Registered Representative. Paul has a Series 6, 7, 63 and 66 licenses. Paul's previous experience includes working at BNY Mellon Securities Corporation and FS2 Capital Partners, LLC. Paul is dedicated to providing personalized financial advice and helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
FL
03/01/2022 - Present
Edward Jones (ZEPHYRHILLS FL)
NY
02/04/2016 - 12/31/2021
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
FL
12/12/2012 - 01/11/2016
FS2 CAPITAL PARTNERS, LLC (ORLANDO FL)
FL
07/27/2010 - 11/08/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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