Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Scott Harris is a financial advisor with over 20 years of experience in the industry. Paul Harris has a Series 6, 7, 63, and 65 licenses, and is registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Paul Harris has been a registered representative with Cambridge Investment Research Advisors, Inc. since October 2018. Before joining Cambridge, Paul Harris was a registered representative with Securities America, Inc. for nine years. Paul Harris provides financial planning, investment management and pension consulting services to individuals, families, businesses, and retirement plans.
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
FL
03/22/2019 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
FL
11/23/2009 - 10/02/2018
SECURITIES AMERICA, INC. (SARASOTA FL)
FL
06/21/2002 - 12/03/2009
SUMMIT BROKERAGE SERVICES, INC. (SARASOTA FL)
NY
10/24/2001 - 07/10/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
01/28/1998 - 11/06/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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