Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Shortier is a financial advisor at Brokers International Financial Services, LLC. Paul has been in the financial services industry for over 14 years. Paul is also a registered representative with Lincoln Investment Planning. Paul has a Series 63, Series 65, Series 7, and SIE license. Paul is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
09/25/2022 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
CT
07/31/2013 - 09/26/2022
LINCOLN INVESTMENT (FARMINGTON CT)
CT
04/30/2008 - 02/22/2012
INVESTORS CAPITAL CORP. (SOUTHINGTON CT)
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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