Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul is a financial advisor with Avantax Advisory Services. Robert has been in the financial services industry since 1989 and holds a Series 7, Series 63, and SIE license. Robert is also a Certified Financial Planner. Robert has experience working with high net worth individuals, pension and profit sharing plans, and corporations or other businesses. He provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Robert is registered to provide advisory services in Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Missouri, Nevada, New Mexico, Ohio, Oregon, Rhode Island, South Dakota, Texas, and Washington.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/05/2024 - Present
Avantax Advisory Services (TUSTIN CA)
CA
11/15/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TUSTIN CA)
CA
06/21/1999 - 11/15/2006
NATIONAL PLANNING CORPORATION (IRVINE CA)
AZ
05/09/1994 - 06/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/06/1989 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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