Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hales is a registered investment advisor representative, working with MML Investors Services, LLC since 2011. Paul is based in Meridian, Idaho. Paul has been in the industry since 2004. Paul is registered with the state of Idaho and Texas. Paul is also registered with FINRA, the Financial Industry Regulatory Authority. Paul has passed Series 6, 7, 24, 63, and 66 exams. Paul is active in the insurance industry and works as an insurance broker.
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.
Asset allocation programs
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.
Solicitors fees
1
2
ID
06/23/2021 - Present
MML Investors Services, LLC (Meridian ID)
UT
02/09/2004 - 01/03/2011
NYLIFE SECURITIES LLC (PROVO UT)
BOTH
Issued 02/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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