Paul Miguel

My name is Paul Miguel, and I have a passion for helping Financial Advisors of all experience levels achieve their career goals. During my 15 year career in the Financial Services Industry, I advised clients as an Investment Consultant at a Brokerage Firm and held leadership roles as a Managing Director at Registered Investment Advisory Firms. Over the past 3 years I have helped over 100 Advisors pass the Series SIE, 6, 7, 63, 65 & 66 as my full time job, and instructed group classes in the SIE & Series 65. I customize my approach to the needs and schedules of the Industry Professionals I work with. My favorite part of my job is creating long term relationships with Advisors and helping them attain multiple licenses and designations. My favorite exam topics are Pooled Investment Vehicles, Portfolio Analysis, Client Recommendations and Options. Over the years I have passed exams & held various Industry designations and credentials including the CFP, CIMA, Series 7, 63 & 66. My hobbies include Long distance running, going to the gym, watching sports, and enjoying craft beers.