Unclaimed
Paul Weaver is an investment advisor representative with Core Wealth Advisors, Inc. Paul has been in the industry since 2008 and holds a Series 65 license and a Series 7 license. Prior to joining Core Wealth Advisors, Inc., Paul worked at Allen & Company of Florida, Inc. Paul is also a supervisor for Golden Lakes Community Development District. Paul works with individuals and provides financial planning services.
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.
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
FL
12/20/2017 - Present
Core Wealth Advisors, Inc. (LAKELAND FL)
FL
05/23/2008 - 03/04/2015
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
IA
Issued 11/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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