Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Todd Gaither is a financial advisor with Steward Partners Investment Advisory, LLC. Paul has over 18 years of experience in the financial services industry. Paul is a Certified Financial Planner™ and holds the Series 7, Series 63 and Series 66 licenses. Paul specializes in providing financial planning, portfolio management, and retirement planning services. Paul has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial 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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2
NY
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TN
08/16/2018 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Chattanooga TN)
TN
04/12/2013 - 08/21/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
08/27/2009 - 04/23/2013
MML INVESTORS SERVICES, LLC (CHATTANOOGA TN)
TN
10/11/2005 - 08/25/2009
EDWARD JONES (CHATTANOOGA TN)
BOTH
Issued 1/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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