Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Burns has been in the financial industry since 1989 and is currently registered with Osaic Wealth, Inc. Paul is a Chartered Financial Consultant and has a wide range of experience and expertise in the financial services industry. Paul holds a Series 3, 7, 9, 10, 63, and 65 license, as well as the SIE designation, making him well-qualified to assist clients with a variety of financial needs. In addition to his work with Osaic Wealth, Inc., Paul has been involved in various leadership roles within the community.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
AZ
02/04/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
01/20/2005 - 02/14/2008
NEW ENGLAND SECURITIES (PHOENIX AZ)
IN
06/22/1994 - 02/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/22/1994 - 02/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/19/1994 - 05/12/1994
MONY SECURITIES CORP. (NEW YORK NY)
CA
05/30/1992 - 02/02/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
03/13/1991 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
03/21/1989 - 04/01/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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