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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Shoquist is a financial advisor with Prime Capital Financial. Paul is a registered investment advisor in Florida. Paul has been in the industry since 1997. Before joining Prime Capital Financial, Paul worked at Ameritas Investment Company, LLC and LPL Financial LLC. Paul is Series 63, Series 7, Series 24 and SIE licensed. Paul specializes in retirement planning, financial planning, consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
05/13/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
FL
10/04/2011 - 01/27/2022
AMERITAS INVESTMENT COMPANY, LLC (Daytona Beach FL)
FL
09/08/2009 - 09/07/2011
LPL FINANCIAL LLC (WINTER PARK FL)
FL
08/15/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (WINTER PARK FL)
FL
09/26/1997 - 08/21/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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