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6 phones found area 407
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Paul Beavin, Cpc is listed as Decision Tree Tax Advisors at Decision Tree Financial, a with 2 employees, based in Greater Orlando, United States. AeroLeads shows a work email signal at ymail.com, phone signal with area code 407, and a matched LinkedIn profile for Paul Beavin, Cpc.
Paul Beavin, Cpc previously worked as Decision Tree Financial at Decision Tree Financial and Agency Supervisory Officer at Florida Financial Group. Paul Beavin, Cpc holds Bs, Journalism from University Of Florida.
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AeroLeads found 1 current-domain work email signal for Paul Beavin, Cpc. Compare company email patterns before reaching out.
While in college my father died in an accident one night. Many things changed very quickly and there was a lot of confusion about the future. There was no life insurance, the family didn’t own the house and there were few other financial resources.As a teenager I learned a bit about financial planning by being part of the example of what not to do.To help others avoid some of this pain I entered the financial services field and over the years have taken various positions with increasing responsibilities until I was operating and supervising a stock broker-dealer and other financial entities. My experience and knowledge of financial concepts, and network of financial professionals, makes me a valuable resource for individuals and business owners with planning concerns.Decision Tree Tax Advisors, part of Decision Tree Financial, is a tax planning and tax preparation services provider working with clients nationwide, regardless of location, through the internet.
Listed skills include Retirement Planning, Strategic Financial Planning, Fixed Annuities, Insurance, and 21 others.
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Orlando, Florida Area
The Decision Tree Financial set of companies include a financial planning firm, a tax planning and tax preparation services provider (Decision Tree Tax Advisors, LLC), as well as an investment Advisor firm (Decision Tree Investment Advisors, LLC.). We work with clients nationwide, regardless of location, through the internet.
Orlando, Florida Area
As an Agency Supervisory Officer at Florida Financial Group, I performed detached office inspections and other agent/registered representative supervision (quarterly contacts, Annual Individual, Supervisory Review, Personal Interviews). Daily tasks included supervision of client funds/stock certificate processing, account/policy opening and suitability reviews, e-mail surveillance, correspondence review, Medallion Stamp, tracking of CE and other registered personnel obligations.Compliance and Surveillance systems used included: DataMinder, Vertafore, ProSurv/TSS, Personal Trade Assistant, SMRS/Compliance Max, Power Comply.
Orlando, Florida Area
Orion Trading, LLC was a boutique securities broker-dealer which, among other things, featured an efficient online trading platform for do-it-yourself investors. In 2012 I took over compliance management and restarted the BD after operations were suspended by FINRA due to a small rules violation by completing the appropriate FINRA filings and creating a solvency plan.During my term as CCO, I lead the firm through SEC and FINRA cycle exams as well as specific investigations by FINRA surveillance, FINRA enforcement and several SEC departments without additional fines or findings. I researched clearing firms and restructured firm around transitioning to a new one when it became necessary.Daily supervisory activities included: trade review, correspondence surveillance, AML programs, new account approval and periodic account reviews, check account holders against FinCEN lists, sales supervision, Written Supervisory Procedures (WSP) editing...
Activities and Societies: • Florida Gator Football Team (1983-1987) ‘84, ‘85 SEC and ‘83 Gator Bowl Champs • Member Advertising Society.
Completed Certified Financial Planner courses including: Investments, Retirement Plans, Estate Planning, Taxes, and Insurance.
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Paul Beavin, Cpc works for Decision Tree Financial.
Paul Beavin, Cpc is listed as Decision Tree Tax Advisors at Decision Tree Financial.
AeroLeads has found 1 work email signal at @ymail.com for Paul Beavin, Cpc at Decision Tree Financial.
AeroLeads has found 6 phone signal(s) with area code 407 for Paul Beavin, Cpc at Decision Tree Financial.
Paul Beavin, Cpc is based in Greater Orlando, United States while working with Decision Tree Financial.
Paul Beavin, Cpc has worked for Decision Tree Financial, Florida Financial Group, and Orion Trading, Llc.
Paul Beavin, Cpc's colleagues at Decision Tree Financial include Kevin Wenke.
You can use AeroLeads to view verified contact signals for Paul Beavin, Cpc at Decision Tree Financial, including work email, phone, and LinkedIn data when available.
Paul Beavin, Cpc holds Bs, Journalism from University Of Florida.
Paul Beavin, Cpc is listed with skills including Retirement Planning, Strategic Financial Planning, Fixed Annuities, Insurance, Employee Benefits, Life Insurance, Small Business, and Series 7.
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