Unclaimed
Paul Kyrimis is a financial advisor who has been in the industry since 2004. Paul is currently registered with Osaic Wealth, Inc., where he has been working since January 2024. Paul has previously been employed by Woodbury Financial Services, Inc., Securities America, Inc., MML Investors Services, LLC, Park Avenue Securities LLC, and New England Securities. Paul is registered as a Registered Representative and Investment Adviser Representative in Arizona, California, and Washington. Paul is also a Certified Exit Planning Advisor.
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
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (PEORIA AZ)
AZ
12/09/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
NE
01/06/2015 - 12/01/2016
SECURITIES AMERICA, INC. (LAVISTA NE)
NM
02/21/2014 - 12/05/2014
MML INVESTORS SERVICES, LLC (ALBUQUERQUE NM)
NY
10/04/2005 - 12/19/2013
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/14/2003 - 09/21/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Kyrimis is the right advisor for you? Invested Better is here to help.