Years of Experience
5-20+ Years
Palm Beach Gardens, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Paul Dulin Spencer is an investment advisor representative with Hightower Advisors, LLC. Paul has been in the industry since August 4, 2005. Paul is registered in Florida and New York, and has worked for multiple firms throughout their career. Paul has a diverse range of experience, having previously worked for firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Capital Guardian, LLC, and Barclays Capital Inc. Paul's expertise includes a wide range of financial services, including portfolio management for businesses and individuals, financial planning, and pension consulting. Paul's work has spanned various client types, from individuals and high-net-worth individuals to corporations and charitable organizations.
SPECIALIZATIONS
TARPON SPRINGS, FL
8 Years Experience
1 Disclosures
ADVISOR BIO
Paul Anthony Poydras is a financial advisor who is licensed to provide advisory services in 53 states. Paul has been in the financial industry since 2015 and is currently registered with Wells Fargo Clearing Services, LLC. Paul provides investment advisory services to individuals, businesses, and institutions. Paul's areas of expertise include financial planning, portfolio management, and investment consulting.
SPECIALIZATIONS
Lakeland, FL
36 Years Experience
1 Disclosures
ADVISOR BIO
Paul David Morgis is a financial advisor with over 30 years of experience in the industry. Paul is registered with Vicus Capital, Inc. in Florida and Texas and has been associated with them since 2002. Paul has a Series 7 and Series 63 license, and also holds the SIE, Certified Financial Planner and Chartered Financial Consultant designations. Paul has prior experience with Walnut Street Securities, Inc. and 1717 Capital Management Company. Paul also provides insurance services and has experience with independent insurance agency PFG/MGA. Paul is a Registered Investment Advisor Representative and holds an active investment advisor license with the state of Florida.
SPECIALIZATIONS
TAMPA, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Paul Bradley Husler is a financial advisor with Calton & Associates, Inc. Paul has been in the financial industry since 1997. Paul is registered to offer securities in Colorado, New Mexico and Texas. Paul is also registered with FINRA and the SEC as an Investment Advisor Representative. Paul has a Series 7, Series 63 and SIE licenses. Paul specializes in portfolio management for individuals and businesses.
SPECIALIZATIONS
ST. AUGUSTINE, FL
37 Years Experience
0 Disclosures
ADVISOR BIO
Paul Joseph Beckman is a registered representative with MML Investors Services, LLC. Paul has been in the financial services industry since April 12, 1988. Paul holds the Series 6 and SIE licenses. Paul is registered with the state of Florida. MML Investors Services, LLC is a registered investment advisor with the SEC. The firm's main office is located in Springfield, MA. MML Investors Services, LLC offers a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisers.
SPECIALIZATIONS
Winter Park, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Paul Sterzinger is an investment advisor representative for Kingswood Wealth Advisors, LLC with over 15 years of experience in the financial services industry. Paul holds the Series 6, 7, 63 and 66 securities licenses. Paul is also a Certified Financial Planner. Paul has worked with a variety of clients including individuals, families, corporations, trusts, businesses and retirement plans. Paul is dedicated to providing personalized financial advice and guidance to help his clients achieve their financial goals. Paul is currently licensed to provide financial advice in Florida, Oklahoma, and Wisconsin.
SPECIALIZATIONS
Coral Gables, FL
32 Years Experience
0 Disclosures
ADVISOR BIO
Paula Alejandra Oddone is a financial advisor with over 28 years of experience in the industry. She is currently registered with Snowden Capital Advisors LLC. Previously, Paula has held positions at Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, and Oppenheimer & Co., Inc. Paula has a wide range of experience in financial planning, pension consulting, and portfolio management. She is also a board member on the Advisory Board of Clark Hulings Fund for Visual Arts.
SPECIALIZATIONS
TARPON SPRINGS, FL
22 Years Experience
0 Disclosures
ADVISOR BIO
Paula Robinson has been in the financial industry since 2003 and is currently registered with Wells Fargo Clearing Services, LLC. Paula has a diverse background in financial services, with experience at Wells Fargo Investments, LLC and Invest Financial Corporation. Paula holds the Series 66, Series 7, and SIE licenses. Paula's areas of expertise include portfolio management for individuals and businesses, as well as financial planning and investment consulting services. Paula is active in the community and serves as a Finance and Personnel Council Member for Mary, Mother of the Church in Burnsville, MN.
SPECIALIZATIONS
ST. PETERSBURG, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Paula McCray is a registered representative with Raymond James & Associates, Inc., licensed in Florida. Paula joined the financial services industry in 1997 and has a total of 3 product exams including the Series 7, Series 99 and the SIE.
SPECIALIZATIONS
NAPLES, FL
23 Years Experience
0 Disclosures
ADVISOR BIO
Paula Federman is a financial advisor with over 20 years of experience in the industry. Paula currently works at Raymond James & Associates, Inc. Paula began her career at First Albany Capital Inc. and later worked at Morgan Keegan & Company, Inc. before joining Raymond James & Associates, Inc. in 2012. Paula is registered with FINRA and holds licenses including Series 63, Series 24, SIE, Series 16, Series 7 and Series 62. Paula provides a range of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
SPECIALIZATIONS