Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Rahn is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Omaha, NE. Paul has been in the financial industry for over 9 years. Paul holds Series 66, SIE and Series 7 licenses. Paul specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Paul has been registered as an Investment Advisor Representative (IAR) with Cambridge Investment Research Advisors, Inc. since October 2017. Prior to that, Paul was registered with Waddell & Reed, Inc. from September 2014 to October 2017. Paul also works as an Independent Insurance Agent for various independent insurance companies and as a Financial Planner for Marcotte Wealth Management LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
10/13/2017 - Present
Cambridge Investment Research Advisors, Inc. (Omaha NE)
NE
09/29/2014 - 10/13/2017
WADDELL & REED (LINCOLN NE)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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