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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Moshe Paul is a financial advisor with Empirical Wealth Management. Isaiah has been in the financial services industry since April 2019. Isaiah's current registrations include a Registered Representative license in California. Isaiah is also registered as an Investment Advisor Representative in California. Isaiah specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Isaiah has passed the Series 66, Series 27, Series 24, and Series 7TO exams. Isaiah's previous employer was CWS Investments.
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.
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.
Tax preparation and insurance 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
12/09/2024 - Present
Empirical Wealth Management (SEATTLE WA)
CA
04/22/2019 - 06/23/2021
CWS INVESTMENTS (NEWPORT BEACH CA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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