Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stephenson Burd is a financial advisor at Raymond James & Associates, Inc. Paul has been in the financial industry since 1984. Paul holds the Series 3, 7, 22, 63, and 65 licenses and the SIE certification. Paul is registered in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virgin Islands, Virginia, and Washington. Paul also has experience at Morgan Keegan & Company, Inc., VESTAX SECURITIES CORPORATION, and Booth Investments, Inc. Paul has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
05/08/2018 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
10/15/1987 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
NA
09/29/1987 - 10/23/1987
VESTAX SECURITIES CORPORATION
NA
07/03/1984 - 10/05/1987
BOOTH INVESTMENTS, INC.
IA
Issued 12/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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