Unclaimed
Paul Robert Nameth is a registered investment advisor. Paul is associated with Lincoln International LLC. Paul has been in the financial services industry since 2024. Paul is currently licensed in five states including California, Georgia, Illinois, New York, and Texas. Paul holds the Series 63, Series 79TO and the SIE licenses. Paul has completed the Uniform Securities Agent State Law Examination, the Investment Banking Registered Representative Examination, and the Securities Industry Essentials Examination.
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.
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.
1
2
NY
07/30/2024 - Present
Lincoln International LLC (NEW YORK NY)
BC
Issued 08/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Paul Nameth is the right advisor for you? Invested Better is here to help.