Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Paz is a financial advisor currently working for Osaic Wealth, Inc. located in Midvale, UT. Previously, Brooke worked for Woodbury Financial Services, Inc. in Midvale, UT and LPL Financial LLC in Salt Lake City, UT. Brooke is licensed to provide financial services in Utah and holds the Series 7TO and SIE securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
01/19/2024 - Present
Osaic Wealth, Inc. (MIDVALE UT)
UT
08/08/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
11/12/2021 - 08/11/2022
LPL FINANCIAL LLC (SALT LAKE CITY UT)
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brooke Paz is the right advisor for you? Invested Better is here to help.
