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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you H paul? Claim Your ProfileH paul Friedman is a financial advisor with Great Valley Advisor Group, Inc. Paul has been in the financial services industry since June 2016. Paul holds the Series 6, Series 63, and Series 65 licenses, along with the SIE. Paul has worked at several firms, including Hornor, Townsend & Kent, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Paul has a proven track record of providing financial advice to individuals and businesses. Paul's expertise includes financial planning, investment management, and consulting services.
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.
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.
Consulting services
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
DE
02/03/2025 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
DE
04/20/2018 - 03/25/2022
HORNOR, TOWNSEND & KENT, LLC (WILMINGTON DE)
DE
03/25/2017 - 04/25/2018
MML INVESTORS SERVICES, LLC (NEWARK DE)
DE
06/16/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 02/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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