Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tyers is a registered investment advisor representative associated with OneAscent Financial Services LLC. OneAscent Financial Services LLC is a registered investment adviser with the SEC. The firm provides financial planning, portfolio management and consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Paul also serves as a board member for the Life Insurance Settlement Association of Canada (LISAC), Director and President of Wealth Stewards Inc. and is on the board of Orange Benefit Fund.
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.
Consulting
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.
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AL
07/05/2023 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
Active
Inactive
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