Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Swails is a financial professional with over 30 years of experience in the industry. Currently, Paul is registered with GWN Securities Inc. and is licensed to provide financial advice in Virginia. Paul has a diverse background, having previously worked with several other firms, including Great American Advisors, Inc., PMG Securities Corporation, and Washington Square Securities, Inc., in various locations across the country. Paul specializes in providing financial planning, market timing services, and selection of other advisors. Paul can also provide portfolio management services for individuals and investment companies.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
VA
10/15/2019 - Present
GWN Securities Inc. (STUART VA)
VA
07/02/2010 - 08/30/2019
GWN SECURITIES INC. (STUART VA)
VA
02/15/2005 - 07/01/2010
GREAT AMERICAN ADVISORS, INC. (STUART VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
09/03/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
10/28/1992 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/13/1987 - 10/06/1992
F & G SECURITIES, INC.
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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