Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Menard is a registered representative with Mutual of America Securities LLC, where he has been with the firm since April 2023. Paul has been in the financial services industry since November 2013. Paul has held previous roles at Nationwide Investment Services Corporation, Park Avenue Securities LLC, Principal Securities, Inc., and LPL Financial LLC. Paul holds Series 7, 63, 65 and SIE licenses as well as the Series 99TO. Paul is registered in Alabama, Arkansas, Mississippi, and Tennessee.
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.
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.
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2
TN
04/21/2023 - Present
Mutual OF America Securities LLC (NASHVILLE TN)
OH
05/17/2019 - 04/03/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
07/11/2018 - 02/04/2019
PARK AVENUE SECURITIES LLC (ROSEVILLE CA)
CA
03/31/2017 - 06/20/2018
PRINCIPAL SECURITIES, INC. (Roseville CA)
CA
05/04/2015 - 04/06/2017
LPL FINANCIAL LLC (ROSEVILLE CA)
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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