Years of Experience
5-20+ Years
NORTH PALM BEACH, FL
0 Disclosures
ADVISOR BIO
Paul Wieseneck is a financial advisor with TFG Financial Advisors, LLC based in North Palm Beach, FL. Paul has been in the financial industry since 1984. Paul holds a Series 22 and a Series 65. Paul's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting and Selection of Other Advisers.
SPECIALIZATIONS
NEPTUNE BEACH, FL
31 Years Experience
2 Disclosures
ADVISOR BIO
Paul Stephen Ross is a registered representative of Raymond James Financial Services Advisors, Inc. Paul has been in the securities industry since June 11, 1994. Paul's current registration status is Active with the state of Florida and Texas. Paul has passed the Series 7, Series 24, Series 63, Series 65, and Series 66 exams. Paul has previously been registered with Wachovia Securities, LLC, High Mark Securities, Inc., Protective Group Securities Corporation, Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is currently registered with Raymond James Financial Services Advisors, Inc., in Neptune Beach, Florida.
SPECIALIZATIONS
Daytona Beach, FL
29 Years Experience
1 Disclosures
ADVISOR BIO
Paul Daniel Strong is a financial advisor registered with Ameriprise Financial Services, LLC. He has been in the financial services industry since September 10, 1995. Paul Daniel Strong holds the Series 63, Series 7, Series 31 and SIE licenses. Paul Daniel Strong has been registered with Ameriprise Financial Services, LLC since March 2020 and previously worked at MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY SMITH BARNEY and MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION. Paul Daniel Strong specializes in financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
SARASOTA, FL
0 Disclosures
ADVISOR BIO
Paul Jakubowicz is an investment advisor representative at Ned Davis Research, Inc., a firm with offices in Sarasota, FL. Paul has been in the industry since 2004 and specializes in providing research, charts, graphs, and customized research. Paul is also a Chartered Financial Analyst.
SPECIALIZATIONS
SARASOTA, FL
0 Disclosures
ADVISOR BIO
Paul Shupe is a registered investment advisor representative with Wealth Management Services Inc. in Sarasota, Florida. Paul has been in the financial services industry for 8 years. Paul is also a registered investment advisor with the state of Florida. Paul has held previous roles at MSI Financial Services, Inc. and AEGIS CAPITAL CORP., both located in Sarasota, Florida. Paul has passed the Uniform Combined State Law Examination, the Series 7 exam, the Series 6 exam and the SIE exam. Paul specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services for individuals.
SPECIALIZATIONS
CLEARWATER, FL
29 Years Experience
6 Disclosures
ADVISOR BIO
Paul Weinberger is a financial advisor with Cetera Investment Advisers LLC, based in Clearwater, Florida. Paul has over 25 years of experience in the financial services industry. His expertise spans various financial services areas, including financial planning, portfolio management, and insurance. Prior to joining Cetera Investment Advisers LLC, Paul was a financial advisor at National Securities Corporation and Prime Capital Services, Inc.
SPECIALIZATIONS
SARASOTA, FL
19 Years Experience
0 Disclosures
ADVISOR BIO
Paul Marc Shields is a financial advisor with Ameriprise Financial Services, LLC. Paul Marc has been in the financial services industry since December 2005. Paul Marc is a registered representative with FINRA and a licensed investment advisor representative with the state of Florida. Paul Marc is based in Sarasota, Florida. Ameriprise Financial Services, LLC is a full-service financial services firm that offers a wide range of financial products and services, including investment management, financial planning, and insurance. The firm has offices nationwide and serves individual investors, families, and businesses.
SPECIALIZATIONS
ORLANDO, FL
30 Years Experience
1 Disclosures
ADVISOR BIO
Paul Stephen Wood is a financial advisor with over 28 years of experience in the industry. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 52 states and 2 jurisdictions. Paul has extensive experience in providing financial planning, portfolio management and pension consulting services. In addition to his current role, Paul also has experience with previous firms including Raymond James & Associates, Inc., Investacorp, Inc., and First Investors Corporation. Paul has several designations and holds multiple licenses. He is also the owner of multiple business support companies and is actively involved in the financial services industry.
SPECIALIZATIONS
Palm Beach Gardens, FL
41 Years Experience
1 Disclosures
ADVISOR BIO
Paul Conklin has been a financial advisor in the industry since 1984. Currently, Paul works at Morgan Stanley in the Palm Beach Gardens, FL branch. Prior to working at Morgan Stanley, Paul worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, Morgan Stanley DW INC., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc.. Paul has earned the following certifications: Certified Financial Planner. Paul Conklin is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia.
SPECIALIZATIONS
Milton, FL
7 Years Experience
0 Disclosures
ADVISOR BIO
Paul William Mattke is a financial advisor with Ameritas Advisory Services, LLC. Paul William Mattke is a Registered Representative and Investment Advisor Representative. Paul William Mattke has been in the financial services industry since 2018. Paul William Mattke is licensed in Alabama, Florida, Louisiana, Michigan, New Mexico, North Carolina and Texas. Paul William Mattke is also licensed to provide investment advice in Florida and Texas. Paul William Mattke is affiliated with Ameritas Advisory Services, LLC, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, and Freedom Financial Wealth Building Group.
SPECIALIZATIONS