Unclaimed
Paul Wayne Eyre is an investment advisor representative registered with Commonwealth Financial Network, and is also registered with the state of North Carolina as a Registered Investment Advisor. Paul has been in the financial services industry since 1998 and has held previous positions with AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Paul has a Series 7, Series 63 and Series 65 license as well as the Securities Industry Essentials (SIE) exam. Paul's specialties include providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, as well as publication of periodicals. Paul is currently affiliated with Commonwealth Financial Network located in NEW BERN, NC.
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.
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.
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2
NC
08/07/2009 - Present
Commonwealth Financial Network (NEW BERN NC)
NC
03/04/1998 - 07/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BERN NC)
MN
03/04/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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