Paul MintaCRD Number: 2775222
Current Firm: Dhjj Financial Advisors
Paul Minta (CRD# 2775222) is an Investment Advisor Representative working at Dhjj Financial Advisors in Naperville, IL and has over 25 years of experience in the finance industry. Paul Minta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Digiovine, Hnilo, Jordan & Johnson Financial Advisors, Ltd.||Naperville, IL||Jul 1996 - Current||26|
|Digiovine, Hnilo, Jordan & Johnson, Ltd.||Naperville, IL||Jan 1996 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management471MILLIONS
Total Number of Accounts383ACCOUNTS
Average Account Value$1,228,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, IL, IN, MI, TX, WI
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