Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stephen Ross is a registered representative of Raymond James Financial Services Advisors, Inc. Paul has been in the securities industry since June 11, 1994. Paul's current registration status is Active with the state of Florida and Texas. Paul has passed the Series 7, Series 24, Series 63, Series 65, and Series 66 exams. Paul has previously been registered with Wachovia Securities, LLC, High Mark Securities, Inc., Protective Group Securities Corporation, Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is currently registered with Raymond James Financial Services Advisors, Inc., in Neptune Beach, Florida.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/26/2010 - Present
Raymond James Financial Services Advisors, Inc. (NEPTUNE BEACH FL)
FL
08/19/2002 - 07/25/2007
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
FL
12/18/2000 - 08/19/2002
HIGH MARK SECURITIES, INC. (LAKELAND FL)
MN
12/17/1999 - 02/23/2001
PROTECTIVE GROUP SECURITIES CORPORATION (MINNEAPOLIS MN)
NY
05/04/1999 - 07/12/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/06/1994 - 05/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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