About Paul McIntyre, AIF

Email: pmcintyre@namcoa.com

Cell Phone: 239.287.3789

Schedule a Phone Appointment

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CHIEF EXECUTIVE OFFICER and COMPLIANCE OFFICER

  • Center for Fiduciary Studies: Professional Plan Consultant designee (PPC™) 2016
  • Center for Fiduciary Studies: Accredited Investment Fiduciary designee (AIF®) 2015
  • International Foundation for Retirement Education (InFRE). Certified Retirement Counselor Certification (CRC®). 2003
  • International Foundation for Retirement Education (InFRE). Certified Retirement Administrator Certification (CRA®). 2003
  • Dorsey Wright Technical Institute, Point and Figure Charting Certification.  2002
  • George Washington University, Washington, DC. Certified Investment Consultants Program, (CIMC).  2001
  • Merrill Lynch,  Donald T. Regan School of Advanced Financial Management, Certified Financial Manager Program (CFM).  1983
  • Life Underwriter Training Courses I & II.  Southfield, Michigan (LUTC).  1979
  • Michigan State University, East Lansing, College of Education.  Commercial Insurance Licensing & Training Certification.  1978
  • Eastern Michigan University, Ypsilanti, Michigan B.S. Business Education.  1978
  • Life, Variable, Annuity and Health License
  • NASAA: Series 65 (Investment Adviser Law)
  • Georgia and Florida Real Estate Agent License
  • FINRA: Series 7 (General Securities)
  • FINRA: Series 99 (Financial Operations Principal)
  • FINRA: Series 79 (Mergers and Acquisitions)
  • FINRA: Series 24 (General Securities Principal)
  • FINRA: Series 63 (Blue Sky Law)