Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Canimo is a financial advisor at LPL Enterprise, LLC with over 25 years of experience in the industry. Paul has held several positions at firms like Packerland Brokerage Services, Inc., Gradient Securities, LLC and Seafirst Investment Services, Inc.. Paul currently holds licenses to sell securities in Washington, Maryland, and Oregon. Paul also holds the Series 6, 7TO, 63, and 66 securities licenses. Paul's firm specializes in providing a wide range of financial advisory services including financial planning, portfolio management for businesses and individuals, as well as educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
WA
11/14/2024 - Present
LPL Enterprise, LLC (MERCER ISLAND WA)
WA
07/30/2020 - 09/27/2021
GRADIENT SECURITIES, LLC (Lynnwood WA)
WA
07/22/2019 - 07/24/2020
PACKERLAND BROKERAGE SERVICES, INC. (LYNNWOOD WA)
CA
10/24/1997 - 12/22/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
02/25/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 12/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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