Unclaimed
Paul Raymond Tingley is a financial advisor registered with Silver Oak Securities, Inc. Paul has over 30 years of experience in the financial services industry. Paul works with individuals and businesses to provide comprehensive financial planning, investment management, and insurance solutions. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 51, Series 63, and Series 66 licenses.
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.
1
2
IN
10/25/2018 - Present
Silver OAK Securities, Inc. (Martinsville IN)
IN
12/14/2012 - 09/23/2018
SECURITIES SERVICE NETWORK, LLC (Indianapolis IN)
IN
09/26/2000 - 12/21/2012
PROEQUITIES, INC. (GREENWOOD IN)
MA
01/16/1996 - 09/26/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/10/1993 - 10/03/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/10/1993 - 10/03/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
AL
06/13/1990 - 09/10/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
MA
05/09/1986 - 07/30/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Tingley is the right advisor for you? Invested Better is here to help.