Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hart is a registered representative at Edward Jones. Paul has been in the industry since 1989. Paul is a Series 66, Series 63, Series 7 and SIE licensed professional. Paul has experience with various specializations including securities, mutual funds, variable contracts, annuities and life insurance. Paul also has experience with various client types including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and others. Paul is currently registered with Edward Jones and has been registered with the firm since 2007. Paul is also registered in 24 states. Paul is a member of the Financial Industry Regulatory Authority (FINRA).
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.
See schedule d - miscellaneous
1
2
OR
08/27/2014 - Present
Edward Jones (GRANTS PASS OR)
NA
05/16/1990 - 06/16/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/20/1989 - 04/25/1990
EDWARD D. JONES & CO., L.P.
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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