Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wilfred Majane is a financial advisor at Trust Advisory Group Ltd. Paul has been in the financial services industry since 1987 and has a broad range of experience in securities, commodities and investment advisory. Paul provides a variety of services including financial planning, portfolio management, and selection of other advisors for individuals and businesses. Paul is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and is also registered with the state of Arizona as an investment advisor representative. Paul has passed the SIE, Series 3, Series 7, Series 63 and Series 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
02/27/2017 - Present
Trust Advisory Group Ltd. (Sedona AZ)
CT
12/01/2001 - 02/10/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
CT
04/16/1997 - 12/01/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
NY
08/25/1989 - 05/02/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/24/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
11/25/1987 - 02/26/1988
MOSELEY SECURITIES CORPORATION
IA
Issued 11/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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